PWM
PBMares Wealth Management’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 | – | Sell |
-5,635
| Closed | -$281K | – | 197 |
|
|
2025
Q1 | $281K | Buy |
5,635
+30
| +0.5% | +$1.5K | 0.06% | 157 |
|
|
2024
Q4 | $271K | Hold |
5,605
| – | – | 0.06% | 160 |
|
|
2024
Q3 | $276K | Sell |
5,605
-675
| -11% | -$33.3K | 0.06% | 155 |
|
|
2024
Q2 | $305K | Hold |
6,280
| – | – | 0.07% | 142 |
|
|
2024
Q1 | $301K | Sell |
6,280
-889
| -12% | -$42.6K | 0.08% | 142 |
|
|
2023
Q4 | $340K | Sell |
7,169
-625
| -8% | -$29.7K | 0.1% | 127 |
|
|
2023
Q3 | $369K | Hold |
7,794
| – | – | 0.13% | 116 |
|
|
2023
Q2 | $370K | Buy |
7,794
+625
| +9% | +$29.6K | 0.13% | 122 |
|
|
2023
Q1 | $343K | Hold |
7,169
| – | – | 0.13% | 125 |
|
|
2022
Q4 | $335K | Hold |
7,169
| – | – | 0.14% | 116 |
|
|
2022
Q3 | $345K | Buy |
+7,169
| New | +$345K | 0.15% | 115 |
|
|
2020
Q3 | – | Sell |
-10,928
| Closed | -$548K | – | 115 |
|
|
2020
Q2 | $548K | Hold |
10,928
| – | – | 0.82% | 44 |
|
|
2020
Q1 | $532K | Buy |
+10,928
| New | +$532K | 0.84% | 40 |
|