LEFP
Leading Edge Financial Planning’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 |
-8,951
| Closed | -$423K | – | 73 |
|
|
2023
Q3 | $423K | Sell |
8,951
-760
| -8% | -$35.9K | 0.27% | 40 |
|
|
2023
Q2 | $460K | Sell |
9,711
-3,685
| -28% | -$175K | 0.3% | 33 |
|
|
2023
Q1 | $641K | Sell |
13,396
-2,594
| -16% | -$124K | 0.46% | 32 |
|
|
2022
Q4 | $747K | Buy |
+15,990
| New | +$747K | 0.65% | 27 |
|