JFS Wealth Advisors’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 | $188K | Hold |
3,737
| – | – | 0.01% | 307 |
|
|
2025
Q1 | $186K | Buy |
3,737
+711
| +23% | +$35.5K | 0.01% | 313 |
|
|
2024
Q4 | $147K | Hold |
3,026
| – | – | 0.01% | 323 |
|
|
2024
Q3 | $149K | Hold |
3,026
| – | – | 0.01% | 322 |
|
|
2024
Q2 | $147K | Sell |
3,026
-350
| -10% | -$17K | 0.01% | 271 |
|
|
2024
Q1 | $162K | Sell |
3,376
-5,575
| -62% | -$267K | 0.01% | 262 |
|
|
2023
Q4 | $425K | Buy |
8,951
+118
| +1% | +$5.6K | 0.04% | 156 |
|
|
2023
Q3 | $418K | Sell |
8,833
-521
| -6% | -$24.6K | 0.04% | 161 |
|
|
2023
Q2 | $444K | Buy |
9,354
+74
| +0.8% | +$3.51K | 0.04% | 158 |
|
|
2023
Q1 | $444K | Buy |
9,280
+24
| +0.3% | +$1.15K | 0.04% | 154 |
|
|
2022
Q4 | $432K | Buy |
9,256
+6,138
| +197% | +$287K | 0.04% | 156 |
|
|
2022
Q3 | $150K | Hold |
3,118
| – | – | 0.02% | 246 |
|
|
2022
Q2 | $156K | Hold |
3,118
| – | – | 0.02% | 241 |
|
|
2022
Q1 | $160K | Buy |
+3,118
| New | +$160K | 0.02% | 249 |
|