Focused Wealth Management’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
2024
Q1
Sell
-313
Closed -$14.8K 967
2023
Q4
$14.8K Buy
313
+7
+2% +$332 ﹤0.01% 480
2023
Q3
$14.5K Buy
306
+2
+0.7% +$95 ﹤0.01% 471
2023
Q2
$14.4K Hold
304
﹤0.01% 483
2023
Q1
$14.5K Hold
304
﹤0.01% 487
2022
Q4
$14.2K Buy
304
+13
+4% +$619 ﹤0.01% 477
2022
Q3
$14K Buy
291
+4
+1% +$198 ﹤0.01% 450
2022
Q2
$14K Buy
287
+3
+1% +$152 ﹤0.01% 462
2022
Q1
$15K Hold
284
﹤0.01% 494
2021
Q4
$15K Buy
284
+9
+3% +$468 ﹤0.01% 531
2021
Q3
$14K Buy
275
+3
+1% +$157 ﹤0.01% 562
2021
Q2
$14K Buy
+272
New +$14.2K ﹤0.01% 566
2015
Q4
Sell
-180
Closed -$9K 733
2015
Q3
$9K Buy
+180
New +$8.72K 0.01% 421

Other funds holding VTIP