HighMark 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
Q1 | – | Sell |
-113
| Closed | -$5.39K | – | 609 |
|
|
2023
Q4 | $5.39K | Buy |
113
+2
| +2% | +$95 | ﹤0.01% | 360 |
|
|
2023
Q3 | $5.25K | Buy |
111
+1
| +0.9% | +$47 | ﹤0.01% | 344 |
|
|
2023
Q2 | $5.23K | Sell |
110
-311
| -74% | -$14.8K | ﹤0.01% | 343 |
|
|
2023
Q1 | $20.1K | Buy |
421
+186
| +79% | +$8.9K | 0.02% | 209 |
|
|
2022
Q4 | $11K | Buy |
235
+56
| +31% | +$2.62K | 0.01% | 238 |
|
|
2022
Q3 | $9K | Buy |
179
+2
| +1% | +$101 | 0.01% | 264 |
|
|
2022
Q2 | $9K | Buy |
177
+2
| +1% | +$102 | 0.01% | 268 |
|
|
2022
Q1 | $9K | Buy |
175
+32
| +22% | +$1.65K | 0.01% | 288 |
|
|
2021
Q4 | $7K | Buy |
143
+5
| +4% | +$245 | ﹤0.01% | 325 |
|
|
2021
Q3 | $7K | Buy |
138
+36
| +35% | +$1.83K | 0.01% | 309 |
|
|
2021
Q2 | $5K | Buy |
+102
| New | +$5K | ﹤0.01% | 381 |
|