Laidlaw Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-5,000
Closed -$241K 388
2022
Q3
$241K Sell
5,000
-1,944
-28% -$93.7K 0.06% 271
2022
Q2
$348K Sell
6,944
-3,560
-34% -$178K 0.07% 240
2022
Q1
$538K Buy
10,504
+6,005
+133% +$308K 0.09% 207
2021
Q4
$231K Buy
+4,499
New +$231K 0.04% 360