Evoke Wealth’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
2026 Q1	$116M	Buy	2,312,674 +447,353	+24%	+$22.2M	2.13%	10
2025 Q4	$92.3M	Buy	1,865,321 +631,583	+51%	+$31.6M	1.77%	16
2025 Q3	$62.5M	Buy	1,233,738 +157,738	+15%	+$7.94M	1.3%	24
2025 Q2	$54.1M	Buy	1,076,000 +143,303	+15%	+$7.16M	1.27%	24
2025 Q1	$46.5M	Buy	932,697 +115,445	+14%	+$5.67M	1.21%	23
2024 Q4	$39.6M	Buy	817,252 +381,690	+88%	+$18.6M	1.1%	25
2024 Q3	$21.5M	Buy	435,562 +416,742	+2,214%	+$20.3M	0.59%	33
2024 Q2	$914K	Sell	18,820 -396,942	-95%	-$19.1M	1.34%	17
2024 Q1	$19.9M	Buy	+415,762	New	+$19.8M	0.59%	33
2023 Q4	–	Sell	-394,703	Closed	-$18.7M	–	361
2023 Q3	$18.7M	Buy	394,703 +22,417	+6%	+$1.06M	0.66%	27
2023 Q2	$17.7M	Buy	372,286 +45,603	+14%	+$2.17M	0.61%	27
2023 Q1	$15.6M	Buy	326,683 +123,800	+61%	+$5.83M	0.57%	27
2022 Q4	$9.48M	Buy	202,883 +171,893	+555%	+$8.19M	0.34%	41
2022 Q3	$1.49M	Buy	30,990 +25,290	+444%	+$1.25M	0.06%	118
2022 Q2	$286K	Buy	+5,700	New	+$288K	0.01%	270
2022 Q1	–	Sell	-74	Closed	-$4K	–	1259
2021 Q4	$4K	Hold	74	–	–	﹤0.01%	967
2021 Q3	$3K	Hold	74	–	–	﹤0.01%	973
2021 Q2	$4K	Buy	+74	New	+$3.86K	﹤0.01%	952