NWM
Northwest Wealth Management’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 | $21.8M | Buy |
433,633
+16,319
| +4% | +$820K | 3.94% | 5 |
|
|
2025
Q1 | $20.8M | Buy |
417,314
+62,314
| +18% | +$3.11M | 4.15% | 4 |
|
|
2024
Q4 | $17.2M | Buy |
355,000
+101,664
| +40% | +$4.92M | 3.64% | 5 |
|
|
2024
Q3 | $12.5M | Buy |
253,336
+37,475
| +17% | +$1.85M | 2.91% | 8 |
|
|
2024
Q2 | $10.5M | Buy |
215,861
+20,346
| +10% | +$988K | 2.71% | 8 |
|
|
2024
Q1 | $9.36M | Sell |
195,515
-14,676
| -7% | -$703K | 2.57% | 8 |
|
|
2023
Q4 | $9.98M | Buy |
210,191
+9,890
| +5% | +$470K | 3.01% | 5 |
|
|
2023
Q3 | $9.47M | Buy |
200,301
+13,403
| +7% | +$634K | 3.41% | 5 |
|
|
2023
Q2 | $8.86M | Buy |
186,898
+5,380
| +3% | +$255K | 3.21% | 5 |
|
|
2023
Q1 | $8.68M | Buy |
181,518
+47,232
| +35% | +$2.26M | 3.31% | 4 |
|
|
2022
Q4 | $6.27M | Buy |
134,286
+63,092
| +89% | +$2.95M | 2.68% | 6 |
|
|
2022
Q3 | $3.43M | Buy |
71,194
+30,638
| +76% | +$1.47M | 1.51% | 18 |
|
|
2022
Q2 | $2.03M | Sell |
40,556
-3,584
| -8% | -$180K | 0.88% | 39 |
|
|
2022
Q1 | $2.26M | Buy |
44,140
+18,220
| +70% | +$933K | 1.11% | 31 |
|
|
2021
Q4 | $1.33M | Buy |
25,920
+18,740
| +261% | +$963K | 0.62% | 43 |
|
|
2021
Q3 | $378K | Buy |
+7,180
| New | +$378K | 0.19% | 90 |
|