LWA
Lowe 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $31.1K | Hold |
619
| – | – | 0.01% | 172 |
|
2025
Q1 | $30.9K | Buy |
619
+250
| +68% | +$12.5K | 0.01% | 164 |
|
2024
Q4 | $17.9K | Hold |
369
| – | – | 0.01% | 197 |
|
2024
Q3 | $18.2K | Hold |
369
| – | – | 0.01% | 175 |
|
2024
Q2 | $17.9K | Hold |
369
| – | – | 0.01% | 177 |
|
2024
Q1 | $17.7K | Hold |
369
| – | – | 0.01% | 175 |
|
2023
Q4 | $17.5K | Buy |
+369
| New | +$17.5K | 0.01% | 169 |
|
2022
Q1 | – | Sell |
-170
| Closed | -$9K | – | 339 |
|
2021
Q4 | $9K | Hold |
170
| – | – | ﹤0.01% | 201 |
|
2021
Q3 | $9K | Buy |
+170
| New | +$9K | ﹤0.01% | 198 |
|