Pacific Capital Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-250	Closed	-$12.1K	–	377
2024 Q4	$12.1K	Sell	250 -130	-34%	-$6.35K	﹤0.01%	257
2024 Q3	$18.7K	Buy	380 +130	+52%	+$6.33K	﹤0.01%	249
2024 Q2	$12.1K	Hold	250	–	–	﹤0.01%	293
2024 Q1	$12K	Sell	250 -510	-67%	-$24.3K	﹤0.01%	218
2023 Q4	$36.1K	Sell	760 -63,978	-99%	-$3.03M	0.01%	153
2023 Q3	$3.06M	Sell	64,738 -21,101	-25%	-$997K	0.86%	22
2023 Q2	$4.07M	Sell	85,839 -8,441	-9%	-$402K	1.03%	23
2023 Q1	$4.51M	Sell	94,280 -29,911	-24%	-$1.41M	1.16%	23
2022 Q4	$5.8M	Sell	124,191 -6,830	-5%	-$325K	1.5%	17
2022 Q3	$6.3M	Buy	131,021 +364	+0.3%	+$18K	1.72%	15
2022 Q2	$6.55M	Buy	130,657 +82	+0.1%	+$4.15K	1.81%	16
2022 Q1	$6.69M	Buy	130,575 +948	+0.7%	+$48.6K	1.91%	13
2021 Q4	$6.66M	Buy	129,627 +10,352	+9%	+$539K	1.92%	13
2021 Q3	$6.27M	Buy	119,275 +115,454	+3,022%	+$6.06M	1.99%	13
2021 Q2	$200K	Buy	+3,821	New	+$199K	0.1%	77