GWMIA
Global Wealth Management Investment Advisory’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
Q1 | – | Sell |
-19
| Closed | -$902 | – | 434 |
|
|
2023
Q4 | $902 | Hold |
19
| – | – | ﹤0.01% | 431 |
|
|
2023
Q3 | $898 | Hold |
19
| – | – | ﹤0.01% | 424 |
|
|
2023
Q2 | $901 | Buy |
+19
| New | +$901 | ﹤0.01% | 425 |
|
|
2021
Q2 | – | Sell |
-263
| Closed | -$14K | – | 502 |
|
|
2021
Q1 | $14K | Buy |
263
+260
| +8,667% | +$13.8K | 0.01% | 283 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 516 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 642 |
|
|
2020
Q2 | $0 | Sell |
3
-6
| -67% | – | ﹤0.01% | 694 |
|
|
2020
Q1 | $0 | Sell |
9
-7
| -44% | – | ﹤0.01% | 675 |
|
|
2019
Q4 | $1K | Sell |
16
-8
| -33% | -$500 | ﹤0.01% | 584 |
|
|
2019
Q3 | $1K | Sell |
24
-44
| -65% | -$1.83K | ﹤0.01% | 613 |
|
|
2019
Q2 | $3K | Buy |
68
+7
| +11% | +$309 | ﹤0.01% | 524 |
|
|
2019
Q1 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 511 |
|