Kerntke Otto McGlone Wealth Management Group’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
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2024
Q1 | $232K | Sell |
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2023
Q4 | $1.28M | Sell |
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2023
Q3 | $1.58M | Sell |
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2023
Q2 | $3.5M | Sell |
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2023
Q1 | $3.79M | Sell |
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2022
Q4 | $5.75M | Sell |
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2022
Q3 | $6.29M | Buy |
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2022
Q2 | $6.35M | Buy |
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2022
Q1 | $5.99M | Buy |
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2021
Q4 | $3.2M | Buy |
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