MWP
Moller Wealth Partners’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 | $34.1M | Buy |
678,478
+38,791
| +6% | +$1.95M | 7.53% | 3 |
|
|
2025
Q1 | $31.9M | Buy |
639,687
+36,489
| +6% | +$1.82M | 7.89% | 2 |
|
|
2024
Q4 | $29.2M | Buy |
603,198
+20,513
| +4% | +$993K | 7.68% | 3 |
|
|
2024
Q3 | $28.7M | Buy |
582,685
+12,326
| +2% | +$608K | 7.18% | 3 |
|
|
2024
Q2 | $27.7M | Buy |
570,359
+11,880
| +2% | +$577K | 7.39% | 3 |
|
|
2024
Q1 | $26.7M | Buy |
558,479
+18,176
| +3% | +$870K | 7.25% | 3 |
|
|
2023
Q4 | $25.7M | Buy |
540,303
+30,323
| +6% | +$1.44M | 7.23% | 3 |
|
|
2023
Q3 | $24.1M | Sell |
509,980
-160
| -0% | -$7.57K | 7.66% | 3 |
|
|
2023
Q2 | $24.2M | Sell |
510,140
-3,431
| -0.7% | -$163K | 7.39% | 3 |
|
|
2023
Q1 | $24.6M | Buy |
513,571
+9,120
| +2% | +$436K | 7.57% | 2 |
|
|
2022
Q4 | $23.6M | Buy |
504,451
+22,887
| +5% | +$1.07M | 7.57% | 2 |
|
|
2022
Q3 | $23.2M | Sell |
481,564
-8,459
| -2% | -$407K | 8.35% | 2 |
|
|
2022
Q2 | $24.6M | Buy |
490,023
+5,584
| +1% | +$280K | 8.33% | 2 |
|
|
2022
Q1 | $24.8M | Buy |
484,439
+16,419
| +4% | +$841K | 7.71% | 2 |
|
|
2021
Q4 | $24.1M | Buy |
468,020
+20,067
| +4% | +$1.03M | 7.68% | 2 |
|
|
2021
Q3 | $23.6M | Buy |
447,953
+13,099
| +3% | +$689K | 7.79% | 3 |
|
|
2021
Q2 | $22.8M | Buy |
434,854
+23,910
| +6% | +$1.25M | 7.49% | 3 |
|
|
2021
Q1 | $21.2M | Buy |
410,944
+73,815
| +22% | +$3.8M | 7.38% | 3 |
|
|
2020
Q4 | $17.2M | Buy |
337,129
+35,527
| +12% | +$1.82M | 7.12% | 4 |
|
|
2020
Q3 | $15.4M | Buy |
301,602
+7,647
| +3% | +$390K | 6.9% | 4 |
|
|
2020
Q2 | $14.7M | Buy |
293,955
+26,103
| +10% | +$1.31M | 6.45% | 5 |
|
|
2020
Q1 | $13.1M | Sell |
267,852
-50,190
| -16% | -$2.45M | 6.75% | 5 |
|
|
2019
Q4 | $15.7M | Sell |
318,042
-8,950
| -3% | -$441K | 6.94% | 5 |
|
|
2019
Q3 | $16M | Buy |
326,992
+51,909
| +19% | +$2.55M | 7.76% | 5 |
|
|
2019
Q2 | $13.6M | Buy |
275,083
+63,440
| +30% | +$3.13M | 6.95% | 6 |
|
|
2019
Q1 | $10.3M | Buy |
211,643
+131,014
| +162% | +$6.35M | 4.6% | 11 |
|
|
2018
Q4 | $3.88M | Buy |
80,629
+930
| +1% | +$44.7K | 2.53% | 11 |
|
|
2018
Q3 | $3.86M | Buy |
79,699
+3,980
| +5% | +$193K | 1.69% | 12 |
|
|
2018
Q2 | $3.7M | Buy |
75,719
+869
| +1% | +$42.5K | 1.44% | 15 |
|
|
2018
Q1 | $3.66M | Buy |
74,850
+1,956
| +3% | +$95.7K | 1.59% | 14 |
|
|
2017
Q4 | $3.56M | Sell |
72,894
-66,970
| -48% | -$3.27M | 1.35% | 14 |
|
|
2017
Q3 | $6.9M | Buy |
139,864
+70,447
| +101% | +$3.48M | 2.64% | 12 |
|
|
2017
Q2 | $3.42M | Sell |
69,417
-440
| -0.6% | -$21.7K | 1.44% | 14 |
|
|
2017
Q1 | $3.46M | Buy |
69,857
+11,705
| +20% | +$579K | 1.51% | 15 |
|
|
2016
Q4 | $2.86M | Sell |
58,152
-4,527
| -7% | -$223K | 1.41% | 14 |
|
|
2016
Q3 | $3.11M | Sell |
62,679
-540
| -0.9% | -$26.8K | 1.43% | 15 |
|
|
2016
Q2 | $3.13M | Sell |
63,219
-287,612
| -82% | -$14.2M | 1.53% | 15 |
|
|
2016
Q1 | $17.2M | Buy |
350,831
+301,202
| +607% | +$14.8M | 10.12% | 1 |
|
|
2015
Q4 | $2.4M | Buy |
49,629
+529
| +1% | +$25.6K | 1.32% | 15 |
|
|
2015
Q3 | $2.38M | Sell |
49,100
-4,494
| -8% | -$217K | 2.2% | 12 |
|
|
2015
Q2 | $2.61M | Sell |
53,594
-145
| -0.3% | -$7.06K | 1.18% | 16 |
|
|
2015
Q1 | $2.6M | Sell |
53,739
-96
| -0.2% | -$4.65K | 1.2% | 14 |
|
|
2014
Q4 | $2.6M | Sell |
53,835
-3,121
| -5% | -$151K | 1.28% | 13 |
|
|
2014
Q3 | $2.81M | Sell |
56,956
-4,265
| -7% | -$211K | 1.33% | 15 |
|
|
2014
Q2 | $3.07M | Buy |
61,221
+7,325
| +14% | +$367K | 1.39% | 15 |
|
|
2014
Q1 | $2.66M | Buy |
53,896
+1,924
| +4% | +$94.9K | 1.36% | 13 |
|
|
2013
Q4 | $2.56M | Sell |
51,972
-17,697
| -25% | -$873K | 1.38% | 14 |
|
|
2013
Q3 | $3.44M | Sell |
69,669
-60
| -0.1% | -$2.97K | 2.16% | 14 |
|
|
2013
Q2 | $3.43M | Buy |
+69,729
| New | +$3.43M | 2.5% | 11 |
|