HBW
Hazlett, Burt & Watson’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-103
| Closed | -$5K | – | 841 |
|
2024
Q4 | $5K | Buy |
+103
| New | +$5K | ﹤0.01% | 629 |
|
2024
Q2 | – | Sell |
-61
| Closed | -$3K | – | 737 |
|
2024
Q1 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 633 |
|
2023
Q1 | – | Sell |
-1,344
| Closed | -$63K | – | 695 |
|
2022
Q4 | $63K | Buy |
1,344
+43
| +3% | +$2.02K | 0.06% | 236 |
|
2022
Q3 | $62K | Sell |
1,301
-1,158
| -47% | -$55.2K | 0.06% | 242 |
|
2022
Q2 | $124K | Buy |
2,459
+801
| +48% | +$40.4K | 0.11% | 174 |
|
2022
Q1 | $86K | Buy |
+1,658
| New | +$86K | 0.07% | 224 |
|