EWP
Elevation Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.49K | Hold |
149
| – | – | ﹤0.01% | 385 |
|
2025
Q1 | $7.44K | Sell |
149
-180
| -55% | -$8.98K | ﹤0.01% | 386 |
|
2024
Q4 | $15.9K | Hold |
329
| – | – | 0.01% | 330 |
|
2024
Q3 | $16.2K | Hold |
329
| – | – | 0.01% | 317 |
|
2024
Q2 | $16K | Hold |
329
| – | – | 0.01% | 307 |
|
2024
Q1 | $15.8K | Sell |
329
-147
| -31% | -$7.04K | 0.01% | 313 |
|
2023
Q4 | $22.5K | Sell |
476
-916
| -66% | -$43.3K | 0.01% | 272 |
|
2023
Q3 | $65.8K | Hold |
1,392
| – | – | 0.06% | 130 |
|
2023
Q2 | $66K | Hold |
1,392
| – | – | 0.06% | 133 |
|
2023
Q1 | $66.6K | Buy |
+1,392
| New | +$66.6K | 0.06% | 133 |
|