LRWA
Long Run 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-50,712
| Closed | -$2.4M | – | 94 |
|
|
2023
Q2 | $2.4M | Sell |
50,712
-477,169
| -90% | -$22.6M | 0.77% | 36 |
|
|
2023
Q1 | $25.2M | Buy |
527,881
+15,440
| +3% | +$738K | 8.59% | 1 |
|
|
2022
Q4 | $23.9M | Buy |
512,441
+16,278
| +3% | +$760K | 8.61% | 1 |
|
|
2022
Q3 | $23.9M | Sell |
496,163
-7,222
| -1% | -$347K | 9.46% | 1 |
|
|
2022
Q2 | $25.2M | Sell |
503,385
-1,302
| -0.3% | -$65.3K | 9.77% | 2 |
|
|
2022
Q1 | $25.8M | Buy |
504,687
+151,617
| +43% | +$7.76M | 9.03% | 2 |
|
|
2021
Q4 | $18.1M | Buy |
+353,070
| New | +$18.1M | 6.31% | 2 |
|