OWA
Outlook Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-32,523
| Closed | -$1.57M | – | 203 |
|
|
2022
Q3 | $1.57M | Sell |
32,523
-2,474
| -7% | -$119K | 0.7% | 34 |
|
|
2022
Q2 | $1.75M | Sell |
34,997
-9,872
| -22% | -$495K | 0.72% | 33 |
|
|
2022
Q1 | $2.3M | Sell |
44,869
-538
| -1% | -$27.5K | 0.77% | 24 |
|
|
2021
Q4 | $2.33M | Buy |
45,407
+15,430
| +51% | +$793K | 0.69% | 30 |
|
|
2021
Q3 | $1.58M | Sell |
29,977
-240
| -0.8% | -$12.6K | 0.52% | 47 |
|
|
2021
Q2 | $1.58M | Buy |
30,217
+6,993
| +30% | +$367K | 0.51% | 50 |
|
|
2021
Q1 | $1.2M | Buy |
+23,224
| New | +$1.2M | 0.42% | 60 |
|