MWA
Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,441
| Closed | -$780K | – | 187 |
|
|
2023
Q2 | $780K | Buy |
16,441
+9
| +0.1% | +$427 | 0.19% | 88 |
|
|
2023
Q1 | $786K | Hold |
16,432
| – | – | 0.2% | 89 |
|
|
2022
Q4 | $768K | Buy |
16,432
+684
| +4% | +$31.9K | 0.2% | 90 |
|
|
2022
Q3 | $758K | Buy |
15,748
+215
| +1% | +$10.3K | 0.21% | 86 |
|
|
2022
Q2 | $779K | Buy |
15,533
+148
| +1% | +$7.42K | 0.21% | 94 |
|
|
2022
Q1 | $788K | Buy |
15,385
+3,250
| +27% | +$166K | 0.18% | 102 |
|
|
2021
Q4 | $624K | Buy |
12,135
+420
| +4% | +$21.6K | 0.15% | 112 |
|
|
2021
Q3 | $616K | Buy |
11,715
+107
| +0.9% | +$5.63K | 0.17% | 106 |
|
|
2021
Q2 | $608K | Buy |
+11,608
| New | +$608K | 0.17% | 108 |
|