KWS
Keystone Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,577
| Closed | -$219K | – | 212 |
|
|
2023
Q1 | $219K | Sell |
4,577
-16,553
| -78% | -$792K | 0.09% | 178 |
|
|
2022
Q4 | $987K | Sell |
21,130
-161,117
| -88% | -$7.53M | 0.43% | 54 |
|
|
2022
Q3 | $8.77M | Sell |
182,247
-41,045
| -18% | -$1.97M | 4.14% | 4 |
|
|
2022
Q2 | $11.2M | Buy |
223,292
+72,716
| +48% | +$3.64M | 5.01% | 2 |
|
|
2022
Q1 | $7.71M | Buy |
150,576
+37,025
| +33% | +$1.9M | 3.06% | 5 |
|
|
2021
Q4 | $5.84M | Buy |
+113,551
| New | +$5.84M | 2.37% | 9 |
|