LWA
Lenox Wealth Advisors’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
Q1 | $3.78M | Buy |
74,784
+28
| +0% | +$1.42K | 0.47% | 19 |
|
|
2021
Q4 | $3.84M | Buy |
74,756
+2,193
| +3% | +$113K | 0.46% | 20 |
|
|
2021
Q3 | $3.82M | Sell |
72,563
-693
| -0.9% | -$36.4K | 0.49% | 18 |
|
|
2021
Q2 | $3.84M | Sell |
73,256
-1,609
| -2% | -$84.3K | 0.49% | 19 |
|
|
2021
Q1 | $3.86M | Buy |
74,865
+684
| +0.9% | +$35.3K | 0.53% | 20 |
|
|
2020
Q4 | $3.79M | Sell |
74,181
-2,572
| -3% | -$131K | 0.54% | 20 |
|
|
2020
Q3 | $3.92M | Buy |
76,753
+2,721
| +4% | +$139K | 0.59% | 22 |
|
|
2020
Q2 | $3.71M | Sell |
74,032
-4,049
| -5% | -$203K | 0.59% | 19 |
|
|
2020
Q1 | $3.8M | Sell |
78,081
-1,569
| -2% | -$76.4K | 0.71% | 18 |
|
|
2019
Q4 | $3.93M | Sell |
79,650
-1,297
| -2% | -$63.9K | 0.61% | 18 |
|
|
2019
Q3 | $3.97M | Buy |
80,947
+1,823
| +2% | +$89.4K | 0.66% | 17 |
|
|
2019
Q2 | $3.9M | Buy |
79,124
+2,507
| +3% | +$124K | 0.68% | 14 |
|
|
2019
Q1 | $3.73M | Buy |
76,617
+5,768
| +8% | +$281K | 0.7% | 13 |
|
|
2018
Q4 | $3.4M | Buy |
70,849
+23,780
| +51% | +$1.14M | 0.72% | 13 |
|
|
2018
Q3 | $2.28M | Buy |
47,069
+36,371
| +340% | +$1.76M | 0.46% | 18 |
|
|
2018
Q2 | $523K | Buy |
10,698
+64
| +0.6% | +$3.13K | 0.12% | 27 |
|
|
2018
Q1 | $520K | Buy |
10,634
+10,009
| +1,601% | +$489K | 0.12% | 27 |
|
|
2017
Q4 | $31K | Hold |
625
| – | – | 0.01% | 122 |
|
|
2017
Q3 | $31K | Buy |
+625
| New | +$31K | 0.01% | 61 |
|