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Paragon 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
2023
Q4
Sell
-88,693
Closed -$4.19M 134
2023
Q3
$4.19M Buy
88,693
+16,654
+23% +$787K 1.73% 8
2023
Q2
$3.42M Buy
72,039
+23,968
+50% +$1.14M 1.11% 19
2023
Q1
$2.3M Buy
+48,071
New +$2.3M 0.77% 39