GWA
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Genesis Wealth Advisors’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
$4.05M Buy
80,582
+2,921
+4% +$147K 3.04% 12
2025
Q1
$3.88M Buy
77,661
+31,090
+67% +$1.55M 3.14% 12
2024
Q4
$2.25M Buy
+46,571
New +$2.25M 1.97% 18