NRW
Nova R Wealth’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 | $8.07M | Buy |
160,439
+5,359
| +3% | +$269K | 3.75% | 8 |
|
|
2025
Q1 | $7.74M | Buy |
155,080
+9,126
| +6% | +$455K | 3.83% | 8 |
|
|
2024
Q4 | $7.07M | Buy |
145,954
+8,761
| +6% | +$424K | 3.56% | 10 |
|
|
2024
Q3 | $6.76M | Buy |
137,193
+496
| +0.4% | +$24.5K | 3.33% | 10 |
|
|
2024
Q2 | $6.64M | Buy |
136,697
+6,624
| +5% | +$322K | 3.42% | 10 |
|
|
2024
Q1 | $6.23M | Buy |
130,073
+11,216
| +9% | +$537K | 3.25% | 9 |
|
|
2023
Q4 | $5.64M | Sell |
118,857
-5,444
| -4% | -$259K | 3.56% | 9 |
|
|
2023
Q3 | $5.88M | Buy |
124,301
+14,356
| +13% | +$679K | 4.06% | 7 |
|
|
2023
Q2 | $5.21M | Buy |
109,945
+1,020
| +0.9% | +$48.4K | 3.49% | 9 |
|
|
2023
Q1 | $5.21M | Buy |
108,925
+179
| +0.2% | +$8.56K | 3.52% | 9 |
|
|
2022
Q4 | $5.08M | Sell |
108,746
-116
| -0.1% | -$5.42K | 3.72% | 8 |
|
|
2022
Q3 | $5.24M | Buy |
108,862
+7,604
| +8% | +$366K | 4.27% | 4 |
|
|
2022
Q2 | $5.08M | Buy |
+101,258
| New | +$5.08M | 4.17% | 6 |
|