GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $295K | Buy |
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|
2025
Q2 | $281K | Sell |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $603K | Buy |
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|
2024
Q3 | $420K | Sell |
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|
2024
Q2 | $419K | Sell |
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|
2024
Q1 | $428K | Buy |
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|
2023
Q4 | $3K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $39K | Buy |
|