Monterey Private Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,848
| Closed | -$327K | – | 110 |
|
|
2023
Q1 | $327K | Sell |
6,848
-338
| -5% | -$16.2K | 0.17% | 69 |
|
|
2022
Q4 | $336K | Buy |
7,186
+151
| +2% | +$7.05K | 0.18% | 66 |
|
|
2022
Q3 | $340K | Buy |
7,035
+481
| +7% | +$23.2K | 0.2% | 63 |
|
|
2022
Q2 | $328K | Buy |
6,554
+1,692
| +35% | +$84.7K | 0.19% | 65 |
|
|
2022
Q1 | $250K | Buy |
+4,862
| New | +$250K | 0.12% | 98 |
|