HWMG
Hurlow Wealth Management Group’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 | $3.81M | Buy |
75,889
+3,160
| +4% | +$159K | 1.08% | 24 |
|
|
2025
Q1 | $3.63M | Buy |
72,729
+1,222
| +2% | +$61K | 1.13% | 24 |
|
|
2024
Q4 | $3.46M | Buy |
71,507
+6,047
| +9% | +$293K | 1.08% | 24 |
|
|
2024
Q3 | $3.23M | Buy |
65,460
+4,314
| +7% | +$213K | 1.01% | 24 |
|
|
2024
Q2 | $2.97M | Buy |
61,146
+3,460
| +6% | +$168K | 1.02% | 24 |
|
|
2024
Q1 | $2.76M | Buy |
57,686
+3,802
| +7% | +$182K | 0.98% | 24 |
|
|
2023
Q4 | $2.56M | Buy |
53,884
+3,044
| +6% | +$145K | 0.97% | 24 |
|
|
2023
Q3 | $2.4M | Buy |
50,840
+4,028
| +9% | +$190K | 1.05% | 22 |
|
|
2023
Q2 | $2.22M | Buy |
46,812
+2,289
| +5% | +$109K | 0.95% | 23 |
|
|
2023
Q1 | $2.13M | Buy |
44,523
+5,023
| +13% | +$240K | 0.98% | 22 |
|
|
2022
Q4 | $1.85M | Sell |
39,500
-2,551
| -6% | -$119K | 0.96% | 24 |
|
|
2022
Q3 | $2.02M | Buy |
42,051
+1,045
| +3% | +$50.3K | 1.18% | 22 |
|
|
2022
Q2 | $2.06M | Buy |
41,006
+483
| +1% | +$24.2K | 1.18% | 21 |
|
|
2022
Q1 | $2.08M | Buy |
40,523
+17,261
| +74% | +$884K | 1.27% | 17 |
|
|
2021
Q4 | $1.19M | Sell |
23,262
-11,154
| -32% | -$573K | 0.94% | 21 |
|
|
2021
Q3 | $1.81M | Buy |
34,416
+1,348
| +4% | +$70.9K | 1.08% | 18 |
|
|
2021
Q2 | $1.73M | Buy |
33,068
+6,842
| +26% | +$359K | 1.14% | 18 |
|
|
2021
Q1 | $1.35M | Buy |
26,226
+5,178
| +25% | +$267K | 0.98% | 20 |
|
|
2020
Q4 | $1.08M | Buy |
21,048
+7,435
| +55% | +$380K | 0.84% | 22 |
|
|
2020
Q3 | $695K | Buy |
13,613
+6,964
| +105% | +$356K | 0.64% | 26 |
|
|
2020
Q2 | $334K | Buy |
+6,649
| New | +$334K | 0.32% | 59 |
|