FW
FirstPurpose 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.17M | Buy |
87,300
+8,864
| +11% | +$423K | 1.51% | 11 |
|
|
2023
Q4 | $3.72M | Buy |
78,436
+4,646
| +6% | +$221K | 1.42% | 12 |
|
|
2023
Q3 | $3.49M | Buy |
73,790
+6,170
| +9% | +$292K | 1.51% | 12 |
|
|
2023
Q2 | $3.21M | Buy |
67,620
+6,536
| +11% | +$310K | 1.37% | 14 |
|
|
2023
Q1 | $2.92M | Buy |
61,084
+7,583
| +14% | +$363K | 1.44% | 14 |
|
|
2022
Q4 | $2.5M | Buy |
53,501
+7,516
| +16% | +$351K | 1.4% | 15 |
|
|
2022
Q3 | $2.21M | Buy |
45,985
+1,878
| +4% | +$90.3K | 1.46% | 19 |
|
|
2022
Q2 | $2.21M | Sell |
44,107
-2,972
| -6% | -$149K | 1.49% | 17 |
|
|
2022
Q1 | $2.41M | Buy |
47,079
+12,564
| +36% | +$643K | 1.88% | 14 |
|
|
2021
Q4 | $1.77M | Buy |
+34,515
| New | +$1.77M | 1.11% | 17 |
|