Exencial Wealth Advisors’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
Q3 | $1.78M | Sell |
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|
2025
Q2 | $1.78M | Sell |
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|
2025
Q1 | $1.82M | Buy |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $1.73M | Buy |
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|
2023
Q4 | $1.68M | Buy |
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|
2023
Q3 | $996K | Sell |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $432K | Buy |
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|
2022
Q4 | $421K | Sell |
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|
2022
Q3 | $560K | Sell |
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|
2022
Q2 | $681K | Buy |
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|
2022
Q1 | $540K | Sell |
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|
2021
Q4 | $569K | Buy |
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|
2021
Q3 | $335K | Sell |
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|
2021
Q2 | $439K | Buy |
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|
2021
Q1 | $402K | Buy |
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|
2020
Q4 | $368K | Sell |
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|
2020
Q3 | $400K | Buy |
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|
2020
Q2 | $238K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $281K | Buy |
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