MLA
My Legacy 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
Q2 | – | Sell |
-7,417
| Closed | -$355K | – | 221 |
|
|
2023
Q1 | $355K | Sell |
7,417
-1,287
| -15% | -$61.6K | 0.15% | 169 |
|
|
2022
Q4 | $409K | Sell |
8,704
-3,445
| -28% | -$162K | 0.17% | 163 |
|
|
2022
Q3 | $577K | Sell |
12,149
-7,872
| -39% | -$374K | 0.29% | 125 |
|
|
2022
Q2 | $990K | Sell |
20,021
-12,086
| -38% | -$598K | 0.5% | 59 |
|
|
2022
Q1 | $1.64M | Buy |
+32,107
| New | +$1.64M | 0.76% | 29 |
|