NEWAS
N.E.W. Advisory Services’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 | $676K | Buy |
13,441
+349
| +3% | +$17.5K | 0.07% | 97 |
|
|
2025
Q1 | $653K | Buy |
13,092
+282
| +2% | +$14.1K | 0.05% | 108 |
|
|
2024
Q4 | $620K | Buy |
12,810
+1,665
| +15% | +$80.6K | 0.06% | 102 |
|
|
2024
Q3 | $550K | Buy |
11,145
+3,862
| +53% | +$190K | 0.05% | 104 |
|
|
2024
Q2 | $354K | Sell |
7,283
-3,310
| -31% | -$161K | 0.04% | 127 |
|
|
2024
Q1 | $507K | Sell |
10,593
-786
| -7% | -$37.6K | 0.06% | 102 |
|
|
2023
Q4 | $540K | Buy |
11,379
+253
| +2% | +$12K | 0.07% | 95 |
|
|
2023
Q3 | $526K | Buy |
11,126
+91
| +0.8% | +$4.3K | 0.07% | 92 |
|
|
2023
Q2 | $523K | Sell |
11,035
-288
| -3% | -$13.7K | 0.07% | 81 |
|
|
2023
Q1 | $541K | Buy |
11,323
+77
| +0.7% | +$3.68K | 0.08% | 82 |
|
|
2022
Q4 | $525K | Buy |
11,246
+101
| +0.9% | +$4.72K | 0.08% | 78 |
|
|
2022
Q3 | $536K | Buy |
11,145
+39
| +0.4% | +$1.88K | 0.1% | 72 |
|
|
2022
Q2 | $557K | Buy |
11,106
+3,083
| +38% | +$155K | 0.1% | 67 |
|
|
2022
Q1 | $414K | Sell |
8,023
-2,202
| -22% | -$114K | 0.08% | 87 |
|
|
2021
Q4 | $526K | Buy |
10,225
+1,446
| +16% | +$74.4K | 0.08% | 81 |
|
|
2021
Q3 | $462K | Buy |
8,779
+265
| +3% | +$13.9K | 0.08% | 84 |
|
|
2021
Q2 | $443K | Buy |
8,514
+491
| +6% | +$25.5K | 0.07% | 87 |
|
|
2021
Q1 | $414K | Buy |
8,023
+3,997
| +99% | +$206K | 0.08% | 88 |
|
|
2020
Q4 | $206K | Buy |
+4,026
| New | +$206K | 0.04% | 129 |
|