GWA
Gibson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-269,894
| Closed | -$13.1M | – | 38 |
|
|
2024
Q2 | $13.1M | Sell |
269,894
-2,492
| -0.9% | -$121K | 12.26% | 3 |
|
|
2024
Q1 | $13M | Buy |
+272,386
| New | +$13M | 12.57% | 3 |
|
|
2022
Q4 | $947M | Buy |
19,884,009
+19,442,048
| +4,399% | +$926M | 18.22% | 2 |
|
|
2022
Q3 | $21.3M | Buy |
441,961
+7,477
| +2% | +$360K | 24.45% | 2 |
|
|
2022
Q2 | $21.8M | Buy |
434,484
+85,696
| +25% | +$4.3M | 24.27% | 2 |
|
|
2022
Q1 | $17.9M | Buy |
+348,788
| New | +$17.9M | 18.23% | 2 |
|