HWM

Hassell 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
2023 Q3	–	Sell	-107,590	Closed	-$5.08M	–	22
2023 Q2	$5.08M	Sell	107,590 -5,028	-4%	-$237K	3.48%	9
2023 Q1	$5.4M	Sell	112,618 -2,226	-2%	-$107K	3.96%	8
2022 Q4	$5.39M	Buy	+114,844	New	+$5.39M	4.04%	8