LMKC
L.M. Kohn & Company’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
Q4 | – | Sell |
-4,813
| Closed | -$228K | – | 257 |
|
|
2023
Q3 | $228K | Buy |
4,813
+3
| +0.1% | +$142 | 0.08% | 201 |
|
|
2023
Q2 | $228K | Sell |
4,810
-264
| -5% | -$12.5K | 0.09% | 200 |
|
|
2023
Q1 | $243K | Sell |
5,074
-797
| -14% | -$38.1K | 0.1% | 184 |
|
|
2022
Q4 | $274K | Sell |
5,871
-3,643
| -38% | -$170K | 0.13% | 165 |
|
|
2022
Q3 | $458K | Buy |
9,514
+543
| +6% | +$26.1K | 0.22% | 108 |
|
|
2022
Q2 | $450K | Hold |
8,971
| – | – | 0.21% | 122 |
|
|
2022
Q1 | $460K | Buy |
+8,971
| New | +$460K | 0.18% | 145 |
|