Institute for 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	-6,834	Closed	-$325K	–	523
2023 Q4	$325K	Sell	6,834 -476	-7%	-$22.6K	0.05%	352
2023 Q3	$346K	Buy	+7,310	New	+$346K	0.06%	314
2022 Q3	–	Sell	-5,062	Closed	-$253K	–	526
2022 Q2	$253K	Buy	+5,062	New	+$253K	0.05%	438