EWM
EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Sell |
63,527
-2,326
| -4% | -$117K | 0.96% | 24 |
|
|
2025
Q1 | $3.29M | Sell |
65,853
-5,569
| -8% | -$278K | 0.91% | 23 |
|
|
2024
Q4 | $3.46M | Sell |
71,422
-11,620
| -14% | -$563K | 0.91% | 22 |
|
|
2024
Q3 | $4.09M | Buy |
+83,042
| New | +$4.09M | 1.03% | 18 |
|
|
2024
Q2 | – | Sell |
-111,255
| Closed | -$5.33M | – | 15 |
|
|
2024
Q1 | $5.33M | Sell |
111,255
-7,127
| -6% | -$341K | 1.3% | 14 |
|
|
2023
Q4 | $5.61M | Sell |
118,382
-73,155
| -38% | -$3.47M | 1.48% | 12 |
|
|
2023
Q3 | $9.06M | Sell |
191,537
-5,690
| -3% | -$269K | 2.73% | 5 |
|
|
2023
Q2 | $9.35M | Sell |
197,227
-4,514
| -2% | -$214K | 2.77% | 5 |
|
|
2023
Q1 | $9.65M | Sell |
201,741
-6,290
| -3% | -$301K | 3.04% | 5 |
|
|
2022
Q4 | $9.72M | Sell |
208,031
-29,057
| -12% | -$1.36M | 3.7% | 5 |
|
|
2022
Q3 | $11.4M | Sell |
237,088
-66,223
| -22% | -$3.19M | 4.68% | 5 |
|
|
2022
Q2 | $15.2M | Sell |
303,311
-7,546
| -2% | -$378K | 6.49% | 1 |
|
|
2022
Q1 | $15.9M | Buy |
310,857
+17,622
| +6% | +$902K | 5.51% | 4 |
|
|
2021
Q4 | $15.1M | Buy |
293,235
+35,346
| +14% | +$1.82M | 5.3% | 4 |
|
|
2021
Q3 | $13.6M | Buy |
257,889
+35,110
| +16% | +$1.85M | 5.44% | 3 |
|
|
2021
Q2 | $11.7M | Buy |
222,779
+40,956
| +23% | +$2.15M | 4.95% | 3 |
|
|
2021
Q1 | $9.37M | Buy |
+181,823
| New | +$9.37M | 4.56% | 5 |
|
|
2020
Q3 | – | Sell |
-57,426
| Closed | -$2.88M | – | 151 |
|
|
2020
Q2 | $2.88M | Buy |
57,426
+35,884
| +167% | +$1.8M | 2.04% | 8 |
|
|
2020
Q1 | $1.05M | Buy |
21,542
+1,122
| +5% | +$54.6K | 0.77% | 29 |
|
|
2019
Q4 | $1.01M | Buy |
+20,420
| New | +$1.01M | 0.74% | 31 |
|