O3W
Omni 360 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 | $2.66M | Sell |
52,971
-1,701
| -3% | -$85.5K | 1.31% | 16 |
|
|
2025
Q1 | $2.73M | Buy |
54,672
+3,201
| +6% | +$160K | 1.6% | 14 |
|
|
2024
Q4 | $2.49M | Buy |
51,471
+13,165
| +34% | +$637K | 1.56% | 15 |
|
|
2024
Q3 | $1.89M | Buy |
38,306
+296
| +0.8% | +$14.6K | 1.24% | 24 |
|
|
2024
Q2 | $1.84M | Buy |
38,010
+8,936
| +31% | +$434K | 1.37% | 18 |
|
|
2024
Q1 | $1.39M | Buy |
29,074
+5,665
| +24% | +$271K | 1.13% | 22 |
|
|
2023
Q4 | $1.11M | Buy |
+23,409
| New | +$1.11M | 1.04% | 27 |
|