FWM
FMB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Hold |
6,184
| – | – | 0.15% | 58 |
|
|
2025
Q1 | $309K | Hold |
6,184
| – | – | 0.17% | 55 |
|
|
2024
Q4 | $299K | Hold |
6,184
| – | – | 0.17% | 53 |
|
|
2024
Q3 | $305K | Hold |
6,184
| – | – | 0.17% | 54 |
|
|
2024
Q2 | $300K | Buy |
6,184
+23
| +0.4% | +$1.12K | 0.23% | 53 |
|
|
2024
Q1 | $295K | Sell |
6,161
-692
| -10% | -$33.1K | 0.24% | 52 |
|
|
2023
Q4 | $325K | Buy |
6,853
+1,946
| +40% | +$92.4K | 0.3% | 45 |
|
|
2023
Q3 | $232K | Hold |
4,907
| – | – | 0.25% | 44 |
|
|
2023
Q2 | $233K | Hold |
4,907
| – | – | 0.25% | 49 |
|
|
2023
Q1 | $235K | Hold |
4,907
| – | – | 0.28% | 44 |
|
|
2022
Q4 | $229K | Buy |
+4,907
| New | +$229K | 0.3% | 46 |
|