MWM
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Modern Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Modern Wealth Management’s Portfolio VTIP Stock Details VTIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-233,071
Closed -$11.3M – 700
2024
Q4 		$11.3M Buy
+233,071
New +$11.3M 0.42% 58