LA
Lifeworks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Buy |
295,644
+14,526
| +5% | +$730K | 2.22% | 6 |
|
|
2025
Q1 | $14M | Buy |
281,118
+48,013
| +21% | +$2.4M | 2.33% | 5 |
|
|
2024
Q4 | $11.3M | Buy |
233,105
+8,417
| +4% | +$408K | 2.04% | 7 |
|
|
2024
Q3 | $11.1M | Buy |
224,688
+35,547
| +19% | +$1.75M | 2.18% | 6 |
|
|
2024
Q2 | $9.18M | Sell |
189,141
-22,664
| -11% | -$1.1M | 2.56% | 4 |
|
|
2024
Q1 | $10.1M | Buy |
211,805
+9,263
| +5% | +$444K | 2.84% | 3 |
|
|
2023
Q4 | $9.62M | Buy |
202,542
+31,464
| +18% | +$1.49M | 3.32% | 1 |
|
|
2023
Q3 | $8.09M | Buy |
171,078
+14,437
| +9% | +$683K | 3.15% | 1 |
|
|
2023
Q2 | $7.43M | Sell |
156,641
-24,281
| -13% | -$1.15M | 3.16% | 1 |
|
|
2023
Q1 | $8.65M | Sell |
180,922
-7,765
| -4% | -$371K | 4.09% | 1 |
|
|
2022
Q4 | $8.81M | Buy |
188,687
+72,857
| +63% | +$3.4M | 4.96% | 1 |
|
|
2022
Q3 | $5.53M | Buy |
+115,830
| New | +$5.53M | 3.15% | 4 |
|