JFS Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $189K | Hold |
|
|||||
|
2025
Q2 | $188K | Hold |
|
|||||
|
2025
Q1 | $186K | Buy |
|
|||||
|
2024
Q4 | $147K | Hold |
|
|||||
|
2024
Q3 | $149K | Hold |
|
|||||
|
2024
Q2 | $147K | Sell |
|
|||||
|
2024
Q1 | $162K | Sell |
|
|||||
|
2023
Q4 | $425K | Buy |
|
|||||
|
2023
Q3 | $418K | Sell |
|
|||||
|
2023
Q2 | $444K | Buy |
|
|||||
|
2023
Q1 | $444K | Buy |
|
|||||
|
2022
Q4 | $432K | Buy |
|
|||||
|
2022
Q3 | $150K | Hold |
|
|||||
|
2022
Q2 | $156K | Hold |
|
|||||
|
2022
Q1 | $160K | Buy |
|