LWM
Lodestone Wealth Management’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 | $2.41M | Sell |
47,977
-1,993
| -4% | -$100K | 1.17% | 25 |
|
|
2025
Q1 | $2.49M | Sell |
49,970
-580
| -1% | -$28.9K | 1.33% | 22 |
|
|
2024
Q4 | $2.45M | Buy |
50,550
+1,651
| +3% | +$79.9K | 1.23% | 29 |
|
|
2024
Q3 | $2.41M | Buy |
48,899
+12,908
| +36% | +$636K | 1.21% | 28 |
|
|
2024
Q2 | $1.75M | Buy |
35,991
+1,664
| +5% | +$80.8K | 0.92% | 40 |
|
|
2024
Q1 | $1.64M | Sell |
34,327
-101
| -0.3% | -$4.84K | 0.86% | 46 |
|
|
2023
Q4 | $1.63M | Buy |
34,428
+8,114
| +31% | +$385K | 0.95% | 41 |
|
|
2023
Q3 | $1.24M | Sell |
26,314
-3,720
| -12% | -$176K | 0.87% | 45 |
|
|
2023
Q2 | $1.42M | Sell |
30,034
-2,842
| -9% | -$135K | 0.98% | 34 |
|
|
2023
Q1 | $1.57M | Buy |
32,876
+12
| +0% | +$574 | 1.21% | 33 |
|
|
2022
Q4 | $1.54M | Buy |
+32,864
| New | +$1.54M | 1.24% | 33 |
|