EWM
Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-119,014
| Closed | -$5.78M | – | 630 |
|
|
2024
Q2 | $5.78M | Sell |
119,014
-1,319
| -1% | -$64K | 0.93% | 19 |
|
|
2024
Q1 | $5.76M | Buy |
+120,333
| New | +$5.76M | 0.87% | 19 |
|
|
2023
Q4 | – | Sell |
-680
| Closed | -$32.2K | – | 694 |
|
|
2023
Q3 | $32.2K | Buy |
+680
| New | +$32.2K | 0.01% | 341 |
|
|
2022
Q4 | – | Sell |
-944
| Closed | -$45K | – | 598 |
|
|
2022
Q3 | $45K | Sell |
944
-179
| -16% | -$8.53K | 0.01% | 293 |
|
|
2022
Q2 | $56K | Sell |
1,123
-2,377
| -68% | -$119K | 0.01% | 267 |
|
|
2022
Q1 | $179K | Buy |
+3,500
| New | +$179K | 0.03% | 202 |
|