GWP
Gateway Wealth Partners’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 | $2.78M | Sell |
55,243
-569
| -1% | -$28.6K | 0.53% | 57 |
|
|
2025
Q1 | $2.79M | Buy |
55,812
+30,395
| +120% | +$1.52M | 0.63% | 45 |
|
|
2024
Q4 | $1.23M | Buy |
25,417
+6,878
| +37% | +$333K | 0.32% | 77 |
|
|
2024
Q3 | $914K | Buy |
+18,539
| New | +$914K | 0.25% | 92 |
|
|
2023
Q4 | – | Sell |
-19,710
| Closed | -$932K | – | 286 |
|
|
2023
Q3 | $932K | Sell |
19,710
-72
| -0.4% | -$3.4K | 0.17% | 84 |
|
|
2023
Q2 | $938K | Buy |
19,782
+1,059
| +6% | +$50.2K | 0.17% | 87 |
|
|
2023
Q1 | $895K | Sell |
18,723
-3,639
| -16% | -$174K | 0.14% | 79 |
|
|
2022
Q4 | $1.04M | Buy |
+22,362
| New | +$1.04M | 0.18% | 65 |
|