LWP
Lumature Wealth Partners’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
Q2 | $10.5K | Sell |
221
-362
| -62% | -$17.2K | 0.01% | 311 |
|
|
2023
Q1 | $27.9K | Sell |
583
-5,185
| -90% | -$248K | 0.02% | 255 |
|
|
2022
Q4 | $269K | Sell |
5,768
-224,862
| -97% | -$10.5M | 0.15% | 112 |
|
|
2022
Q3 | $11.1M | Buy |
230,630
+7,005
| +3% | +$337K | 5.94% | 2 |
|
|
2022
Q2 | $11.2M | Buy |
+223,625
| New | +$11.2M | 4.99% | 2 |
|