LWAC
Laurel Wealth Advisors (California)’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
Q4 | $424K | Sell |
9,084
-63,323
| -87% | -$2.96M | 0.04% | 398 |
|
|
2022
Q3 | $3.48M | Sell |
72,407
-9,265
| -11% | -$446K | 0.37% | 70 |
|
|
2022
Q2 | $4.09M | Sell |
81,672
-96,573
| -54% | -$4.84M | 0.42% | 60 |
|
|
2022
Q1 | $9.13M | Buy |
178,245
+26,195
| +17% | +$1.34M | 0.75% | 24 |
|
|
2021
Q4 | $7.82M | Buy |
+152,050
| New | +$7.82M | 0.6% | 28 |
|
|
2021
Q3 | – | Sell |
-4,153
| Closed | -$217K | – | 509 |
|
|
2021
Q2 | $217K | Buy |
+4,153
| New | +$217K | 0.03% | 476 |
|