Evercore Wealth Management’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
Q2 | $243K | Hold |
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|
2025
Q1 | $241K | Hold |
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|
2024
Q4 | $234K | Hold |
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|
2024
Q3 | $238K | Hold |
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|
2024
Q2 | $234K | Hold |
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|
2024
Q1 | $231K | Hold |
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|
2023
Q4 | $229K | Hold |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $229K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $11K | Hold |
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|
2015
Q3 | $11K | Buy |
|