EFG
Embree Financial Group’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 | $372K | Sell |
7,405
-69
| -0.9% | -$3.47K | 0.06% | 150 |
|
|
2025
Q1 | $373K | Sell |
7,474
-580
| -7% | -$28.9K | 0.06% | 146 |
|
|
2024
Q4 | $390K | Sell |
8,054
-232
| -3% | -$11.2K | 0.07% | 135 |
|
|
2024
Q3 | $409K | Sell |
8,286
-912
| -10% | -$45K | 0.07% | 132 |
|
|
2024
Q2 | $446K | Sell |
9,198
-1,807
| -16% | -$87.7K | 0.09% | 118 |
|
|
2024
Q1 | $527K | Sell |
11,005
-4,372
| -28% | -$209K | 0.1% | 116 |
|
|
2023
Q4 | $730K | Buy |
+15,377
| New | +$730K | 0.15% | 85 |
|