KJWM
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Kiley Juergens 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
2022
Q2
Sell
-14,909
Closed -$763K 75
2022
Q1
$763K Buy
14,909
+1,000
+7% +$51.2K 0.37% 41
2021
Q4
$715K Buy
13,909
+2,385
+21% +$123K 0.27% 57
2021
Q3
$605K Buy
+11,524
New +$605K 0.27% 54