LL
LPWM LLC’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 | $12.9M | Buy |
257,351
+898
| +0.4% | +$45.1K | 3.77% | 6 |
|
|
2025
Q1 | $12.8M | Buy |
256,453
+7,266
| +3% | +$363K | 4.12% | 6 |
|
|
2024
Q4 | $12.1M | Buy |
249,187
+33,046
| +15% | +$1.6M | 3.88% | 5 |
|
|
2024
Q3 | $10.6M | Buy |
216,141
+11,009
| +5% | +$540K | 3.47% | 6 |
|
|
2024
Q2 | $9.9M | Sell |
205,132
-523
| -0.3% | -$25.2K | 3.42% | 6 |
|
|
2024
Q1 | $9.82M | Buy |
205,655
+4,199
| +2% | +$200K | 3.61% | 6 |
|
|
2023
Q4 | $9.54M | Buy |
201,456
+10,262
| +5% | +$486K | 3.77% | 6 |
|
|
2023
Q3 | $8.96M | Buy |
191,194
+2,796
| +1% | +$131K | 4.03% | 7 |
|
|
2023
Q2 | $8.87M | Buy |
188,398
+6,423
| +4% | +$302K | 3.91% | 7 |
|
|
2023
Q1 | $8.7M | Buy |
181,975
+8,105
| +5% | +$388K | 4.18% | 6 |
|
|
2022
Q4 | $8.14M | Buy |
173,870
+9,780
| +6% | +$458K | 4.38% | 6 |
|
|
2022
Q3 | $7.89M | Sell |
164,090
-2,646
| -2% | -$127K | 4.7% | 6 |
|
|
2022
Q2 | $8.25M | Buy |
166,736
+19,963
| +14% | +$987K | 4.6% | 6 |
|
|
2022
Q1 | $7.41M | Buy |
146,773
+5,508
| +4% | +$278K | 3.69% | 7 |
|
|
2021
Q4 | $7.26M | Buy |
141,265
+11,321
| +9% | +$582K | 3.85% | 6 |
|
|
2021
Q3 | $6.73M | Buy |
129,944
+3,274
| +3% | +$170K | 4% | 6 |
|
|
2021
Q2 | $6.59M | Buy |
126,670
+7,840
| +7% | +$408K | 3.96% | 6 |
|
|
2021
Q1 | $6.13M | Buy |
118,830
+3,231
| +3% | +$167K | 4.12% | 5 |
|
|
2020
Q4 | $5.91M | Buy |
115,599
+26,795
| +30% | +$1.37M | 4.41% | 5 |
|
|
2020
Q3 | $4.51M | Buy |
88,804
+8,617
| +11% | +$437K | 3.66% | 6 |
|
|
2020
Q2 | $4.02M | Buy |
80,187
+6,820
| +9% | +$342K | 3.67% | 6 |
|
|
2020
Q1 | $3.57M | Sell |
73,367
-3,586
| -5% | -$175K | 3.89% | 6 |
|
|
2019
Q4 | $3.79M | Buy |
+76,953
| New | +$3.79M | 3.51% | 7 |
|