FW
Fairway Wealth’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 | $18.7M | Buy |
1,077,562
+12,944
| +1% | +$225K | 5.99% | 6 |
|
2025
Q1 | $18.2M | Sell |
1,064,618
-45,615
| -4% | -$781K | 6.73% | 4 |
|
2024
Q4 | $20.9M | Buy |
1,110,233
+37,293
| +3% | +$702K | 9.42% | 1 |
|
2024
Q3 | $19.4M | Buy |
1,072,940
+687,353
| +178% | +$12.4M | 9.83% | 1 |
|
2024
Q2 | $18.7M | Buy |
385,587
+106,840
| +38% | +$5.19M | 11.03% | 1 |
|
2024
Q1 | $13.3M | Buy |
278,747
+55,655
| +25% | +$2.67M | 9.05% | 2 |
|
2023
Q4 | $10.6M | Buy |
+223,092
| New | +$10.6M | 8.11% | 3 |
|