IWM
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Iams Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Iams Wealth Management’s Portfolio VTIP Stock Details VTIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$380K Sell
7,563
-698
-8% -$35.1K 0.17% 125
2025
Q1 		$412K Buy
8,261
+1,354
+20% +$67.6K 0.19% 120
2024
Q4 		$334K Buy
+6,907
New +$334K 0.15% 128