IWN
Independent Wealth Network’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 | $948K | Buy |
18,859
+720
| +4% | +$36.2K | 0.34% | 80 |
|
|
2025
Q1 | $905K | Sell |
18,139
-264
| -1% | -$13.2K | 0.36% | 73 |
|
|
2024
Q4 | $891K | Buy |
18,403
+1,092
| +6% | +$52.9K | 0.36% | 77 |
|
|
2024
Q3 | $854K | Sell |
17,311
-138
| -0.8% | -$6.81K | 0.38% | 69 |
|
|
2024
Q2 | $847K | Sell |
17,449
-294
| -2% | -$14.3K | 0.39% | 67 |
|
|
2024
Q1 | $850K | Buy |
17,743
+1,356
| +8% | +$64.9K | 0.4% | 65 |
|
|
2023
Q4 | $778K | Buy |
16,387
+2,662
| +19% | +$126K | 0.41% | 62 |
|
|
2023
Q3 | $649K | Buy |
13,725
+275
| +2% | +$13K | 0.4% | 61 |
|
|
2023
Q2 | $638K | Sell |
13,450
-1,368
| -9% | -$64.9K | 0.38% | 66 |
|
|
2023
Q1 | $709K | Buy |
14,818
+6,805
| +85% | +$325K | 0.45% | 49 |
|
|
2022
Q4 | $374K | Sell |
8,013
-1,694
| -17% | -$79.1K | 0.26% | 99 |
|
|
2022
Q3 | $467K | Buy |
9,707
+270
| +3% | +$13K | 0.36% | 67 |
|
|
2022
Q2 | $473K | Buy |
9,437
+3,000
| +47% | +$150K | 0.34% | 72 |
|
|
2022
Q1 | $330K | Buy |
+6,437
| New | +$330K | 0.21% | 129 |
|