MWA
Martel 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
Q1 | – | Sell |
-6,776
| Closed | -$328K | – | 72 |
|
|
2024
Q4 | $328K | Buy |
6,776
+4
| +0.1% | +$194 | 0.06% | 55 |
|
|
2024
Q3 | $331K | Buy |
6,772
+44
| +0.7% | +$2.15K | 0.07% | 39 |
|
|
2024
Q2 | $327K | Sell |
6,728
-1,799
| -21% | -$87.3K | 0.07% | 38 |
|
|
2024
Q1 | $408K | Buy |
8,527
+60
| +0.7% | +$2.87K | 0.09% | 37 |
|
|
2023
Q4 | $402K | Buy |
8,467
+709
| +9% | +$33.7K | 0.09% | 37 |
|
|
2023
Q3 | $367K | Sell |
7,758
-829
| -10% | -$39.2K | 0.09% | 37 |
|
|
2023
Q2 | $407K | Sell |
8,587
-2,235
| -21% | -$106K | 0.1% | 37 |
|
|
2023
Q1 | $518K | Sell |
10,822
-9,787
| -47% | -$468K | 0.13% | 31 |
|
|
2022
Q4 | $963K | Sell |
20,609
-20,967
| -50% | -$979K | 0.26% | 27 |
|
|
2022
Q3 | $2M | Sell |
41,576
-11,843
| -22% | -$570K | 0.57% | 21 |
|
|
2022
Q2 | $2.68M | Sell |
53,419
-8,232
| -13% | -$413K | 0.73% | 18 |
|
|
2022
Q1 | $3.16M | Sell |
61,651
-157
| -0.3% | -$8.04K | 0.77% | 16 |
|
|
2021
Q4 | $3.18M | Buy |
61,808
+443
| +0.7% | +$22.8K | 0.75% | 17 |
|
|
2021
Q3 | $3.23M | Sell |
61,365
-31
| -0.1% | -$1.63K | 0.81% | 16 |
|
|
2021
Q2 | $3.22M | Sell |
61,396
-22,444
| -27% | -$1.18M | 0.81% | 17 |
|
|
2021
Q1 | $4.32M | Buy |
83,840
+1,956
| +2% | +$101K | 1.2% | 14 |
|
|
2020
Q4 | $4.18M | Buy |
81,884
+4,006
| +5% | +$205K | 1.21% | 12 |
|
|
2020
Q3 | $3.97M | Buy |
77,878
+3,378
| +5% | +$172K | 1.29% | 12 |
|
|
2020
Q2 | $3.74M | Sell |
74,500
-807
| -1% | -$40.5K | 1.3% | 12 |
|
|
2020
Q1 | $3.67M | Sell |
75,307
-7,457
| -9% | -$363K | 1.43% | 11 |
|
|
2019
Q4 | $4.08M | Buy |
82,764
+837
| +1% | +$41.2K | 1.4% | 13 |
|
|
2019
Q3 | $4.02M | Sell |
81,927
-170
| -0.2% | -$8.34K | 1.45% | 12 |
|
|
2019
Q2 | $4.05M | Buy |
82,097
+2,531
| +3% | +$125K | 1.48% | 12 |
|
|
2019
Q1 | $3.87M | Buy |
79,566
+4,368
| +6% | +$213K | 1.46% | 13 |
|
|
2018
Q4 | $3.6M | Sell |
75,198
-3,337
| -4% | -$160K | 1.48% | 11 |
|
|
2018
Q3 | $3.8M | Buy |
+78,535
| New | +$3.8M | 1.45% | 12 |
|