GWM
GoalFusion Wealth Management’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 |
-6,018
| Closed | -$292K | – | 32 |
|
|
2024
Q2 | $292K | Sell |
6,018
-37,068
| -86% | -$1.8M | 0.18% | 24 |
|
|
2024
Q1 | $2.06M | Sell |
43,086
-3,167
| -7% | -$152K | 1.31% | 13 |
|
|
2023
Q4 | $2.2M | Sell |
46,253
-762
| -2% | -$36.2K | 1.5% | 12 |
|
|
2023
Q3 | $2.22M | Buy |
47,015
+7,142
| +18% | +$338K | 1.65% | 12 |
|
|
2023
Q2 | $1.89M | Buy |
39,873
+2,099
| +6% | +$99.5K | 1.39% | 12 |
|
|
2023
Q1 | $1.81M | Buy |
37,774
+31,184
| +473% | +$1.49M | 1.42% | 12 |
|
|
2022
Q4 | $310K | Buy |
+6,590
| New | +$310K | 0.25% | 17 |
|