MPW
MGO Private Wealth’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 | $227K | Sell |
4,518
-689
| -13% | -$34.6K | 0.15% | 57 |
|
|
2025
Q1 | $260K | Sell |
5,207
-3,912
| -43% | -$195K | 0.18% | 48 |
|
|
2024
Q4 | $442K | Sell |
9,119
-4,840
| -35% | -$234K | 0.31% | 43 |
|
|
2024
Q3 | $688K | Sell |
13,959
-1,328
| -9% | -$65.5K | 0.49% | 34 |
|
|
2024
Q2 | $742K | Sell |
15,287
-2,916
| -16% | -$142K | 0.47% | 36 |
|
|
2024
Q1 | $872K | Sell |
18,203
-11,320
| -38% | -$542K | 0.55% | 32 |
|
|
2023
Q4 | $1.4M | Sell |
29,523
-97,172
| -77% | -$4.61M | 0.96% | 24 |
|
|
2023
Q3 | $5.99M | Buy |
126,695
+34,212
| +37% | +$1.62M | 4.47% | 6 |
|
|
2023
Q2 | $4.39M | Buy |
92,483
+9,189
| +11% | +$436K | 3.3% | 10 |
|
|
2023
Q1 | $3.98M | Buy |
83,294
+15,144
| +22% | +$724K | 3.12% | 9 |
|
|
2022
Q4 | $3.18M | Buy |
+68,150
| New | +$3.18M | 1.45% | 22 |
|