DWM
Doyle Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,851
| Closed | -$288K | – | 215 |
|
|
2019
Q4 | $288K | Sell |
5,851
-1,376
| -19% | -$67.7K | 0.04% | 166 |
|
|
2019
Q3 | $355K | Sell |
7,227
-211
| -3% | -$10.4K | 0.05% | 143 |
|
|
2019
Q2 | $367K | Sell |
7,438
-178
| -2% | -$8.78K | 0.05% | 136 |
|
|
2019
Q1 | $372K | Sell |
7,616
-1,445
| -16% | -$70.6K | 0.05% | 130 |
|
|
2018
Q4 | $434K | Sell |
9,061
-596
| -6% | -$28.5K | 0.07% | 112 |
|
|
2018
Q3 | $467K | Sell |
9,657
-230
| -2% | -$11.1K | 0.07% | 114 |
|
|
2018
Q2 | $483K | Sell |
9,887
-622
| -6% | -$30.4K | 0.08% | 112 |
|
|
2018
Q1 | $514K | Sell |
10,509
-1,581
| -13% | -$77.3K | 0.09% | 96 |
|
|
2017
Q4 | $590K | Buy |
12,090
+5,832
| +93% | +$285K | 0.1% | 90 |
|
|
2017
Q3 | $309K | Buy |
+6,258
| New | +$309K | 0.05% | 116 |
|