Leeward Financial Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $884K | Hold |
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|
2023
Q4 | $876K | Sell |
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|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $1.91M | Sell |
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|
2023
Q1 | $3.66M | Buy |
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|
2022
Q4 | $3.51M | Sell |
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|
2022
Q3 | $5.13M | Buy |
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|
2022
Q2 | $5.09M | Buy |
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|
2022
Q1 | $4M | Buy |
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|
2021
Q4 | $2.44M | Buy |
|