PBMares Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $281K | Buy |
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|
2024
Q4 | $271K | Hold |
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|
2024
Q3 | $276K | Sell |
|
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|
2024
Q2 | $305K | Hold |
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|
2024
Q1 | $301K | Sell |
|
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $369K | Hold |
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|
2023
Q2 | $370K | Buy |
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|
2023
Q1 | $343K | Hold |
|
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|
2022
Q4 | $335K | Hold |
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|
2022
Q3 | $345K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $548K | Hold |
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|
2020
Q1 | $532K | Buy |
|