MGWM
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Marks Group Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Marks Group Wealth Management’s Portfolio VTIP Stock Details VTIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-31,344
Closed -$1.56M – 320
2025
Q1 		$1.56M Buy
+31,344
New +$1.56M 0.15% 140