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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$795K Buy
15,816
+2,319
+17% +$117K 0.61% 27
2025
Q1
$674K Buy
13,497
+4,896
+57% +$244K 0.58% 25
2024
Q4
$416K Buy
+8,601
New +$416K 0.37% 31