OPPS
Obsidian Personal Planning Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,370
| Closed | -$212K | – | 109 |
|
|
2024
Q2 | $212K | Sell |
4,370
-490
| -10% | -$23.8K | 0.13% | 91 |
|
|
2024
Q1 | $232K | Sell |
4,860
-153,245
| -97% | -$7.32M | 0.15% | 81 |
|
|
2023
Q4 | $7.51M | Sell |
158,105
-74,153
| -32% | -$3.52M | 5.71% | 4 |
|
|
2023
Q3 | $11M | Buy |
+232,258
| New | +$11M | 9.38% | 2 |
|