Elevation Wealth Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.54K | Hold |
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|
2025
Q2 | $7.49K | Hold |
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|
2025
Q1 | $7.44K | Sell |
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|
2024
Q4 | $15.9K | Hold |
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|
2024
Q3 | $16.2K | Hold |
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|
2024
Q2 | $16K | Hold |
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|
2024
Q1 | $15.8K | Sell |
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|
2023
Q4 | $22.5K | Sell |
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|
2023
Q3 | $65.8K | Hold |
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|
2023
Q2 | $66K | Hold |
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|
2023
Q1 | $66.6K | Buy |
|