KNFPWM
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Keeler & Nadler Financial Planning & 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
-5,814
Closed -$276K 67
2023
Q4
$276K Buy
+5,814
New +$276K 0.2% 46
2022
Q4
$355K Buy
+7,592
New +$355K 0.32% 37
2021
Q4
$332K Buy
+6,454
New +$332K 0.31% 36