HWM
Hemington 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Hold |
15,574
| – | – | 0.11% | 61 |
|
|
2025
Q1 | $777K | Sell |
15,574
-2,537
| -14% | -$127K | 0.12% | 60 |
|
|
2024
Q4 | $876K | Hold |
18,111
| – | – | 0.22% | 52 |
|
|
2024
Q3 | $883K | Sell |
18,111
-27
| -0.1% | -$1.32K | 0.24% | 52 |
|
|
2024
Q2 | $880K | Hold |
18,138
| – | – | 0.3% | 47 |
|
|
2024
Q1 | $869K | Sell |
18,138
-203
| -1% | -$9.73K | 0.31% | 50 |
|
|
2023
Q4 | $871K | Sell |
18,341
-203
| -1% | -$9.64K | 0.34% | 43 |
|
|
2023
Q3 | $876K | Sell |
18,544
-5,122
| -22% | -$242K | 0.42% | 33 |
|
|
2023
Q2 | $1.12M | Sell |
23,666
-1,262
| -5% | -$59.8K | 0.45% | 30 |
|
|
2023
Q1 | $1.19M | Sell |
24,928
-2,268
| -8% | -$108K | 0.48% | 28 |
|
|
2022
Q4 | $1.27M | Sell |
27,196
-2,277
| -8% | -$106K | 0.55% | 26 |
|
|
2022
Q3 | $1.42M | Sell |
29,473
-4,959
| -14% | -$239K | 0.62% | 25 |
|
|
2022
Q2 | $1.73M | Sell |
34,432
-2,035
| -6% | -$102K | 0.68% | 24 |
|
|
2022
Q1 | $1.87M | Sell |
36,467
-5,253
| -13% | -$269K | 0.63% | 26 |
|
|
2021
Q4 | $2.13M | Buy |
41,720
+4,230
| +11% | +$216K | 0.99% | 17 |
|
|
2021
Q3 | $1.97M | Sell |
37,490
-641
| -2% | -$33.7K | 0.73% | 24 |
|
|
2021
Q2 | $2M | Sell |
38,131
-3,054
| -7% | -$160K | 0.85% | 21 |
|
|
2021
Q1 | $2.12M | Sell |
41,185
-535
| -1% | -$27.6K | 0.9% | 18 |
|
|
2020
Q4 | $2.13M | Buy |
+41,720
| New | +$2.13M | 0.99% | 17 |
|