HWM
Highwater 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $545K | Buy |
11,105
+227
| +2% | +$11.1K | 2.41% | 15 |
|
|
2019
Q2 | $536K | Sell |
10,878
-188
| -2% | -$9.26K | 2.43% | 12 |
|
|
2019
Q1 | $539K | Sell |
11,066
-1,075
| -9% | -$52.4K | 2.24% | 12 |
|
|
2018
Q4 | $582K | Sell |
12,141
-764
| -6% | -$36.6K | 2.72% | 12 |
|
|
2018
Q3 | $624K | Buy |
12,905
+984
| +8% | +$47.6K | 1.42% | 8 |
|
|
2018
Q2 | $582K | Sell |
11,921
-153
| -1% | -$7.47K | 4.28% | 7 |
|
|
2018
Q1 | $591K | Buy |
12,074
+444
| +4% | +$21.7K | 1.79% | 9 |
|
|
2017
Q4 | $568K | Sell |
11,630
-2,566
| -18% | -$125K | 1.22% | 19 |
|
|
2017
Q3 | $702K | Buy |
14,196
+1,492
| +12% | +$73.8K | 1.67% | 20 |
|
|
2017
Q2 | $625K | Sell |
12,704
-866
| -6% | -$42.6K | 1.5% | 19 |
|
|
2017
Q1 | $671K | Buy |
+13,570
| New | +$671K | 2.02% | 13 |
|