PWP
Perfromance Wealth Partners’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 | $2.36M | Sell |
46,851
-60
| -0.1% | -$3.02K | 0.08% | 47 |
|
|
2025
Q1 | $2.34M | Sell |
46,911
-511
| -1% | -$25.5K | 0.08% | 43 |
|
|
2024
Q4 | $2.3M | Buy |
47,422
+354
| +0.8% | +$17.1K | 0.07% | 44 |
|
|
2024
Q3 | $2.32M | Sell |
47,068
-545
| -1% | -$26.9K | 0.08% | 40 |
|
|
2024
Q2 | $2.31M | Sell |
47,613
-16,246
| -25% | -$789K | 0.09% | 37 |
|
|
2024
Q1 | $3.06M | Sell |
63,859
-8,771
| -12% | -$420K | 0.13% | 41 |
|
|
2023
Q4 | $3.45M | Sell |
72,630
-2,130
| -3% | -$101K | 0.15% | 47 |
|
|
2023
Q3 | $3.53M | Sell |
74,760
-1,469
| -2% | -$69.5K | 0.17% | 49 |
|
|
2023
Q2 | $3.58M | Buy |
76,229
+1,396
| +2% | +$65.6K | 0.16% | 46 |
|
|
2023
Q1 | $3.58M | Sell |
74,833
-2,139
| -3% | -$102K | 0.18% | 41 |
|
|
2022
Q4 | $3.6M | Buy |
76,972
+14,979
| +24% | +$700K | 0.22% | 36 |
|
|
2022
Q3 | $2.98M | Buy |
61,993
+15,449
| +33% | +$743K | 0.17% | 39 |
|
|
2022
Q2 | $2.33M | Buy |
46,544
+7,436
| +19% | +$373K | 0.13% | 46 |
|
|
2022
Q1 | $2M | Buy |
39,108
+2,104
| +6% | +$108K | 0.09% | 55 |
|
|
2021
Q4 | $1.9M | Buy |
+37,004
| New | +$1.9M | 0.08% | 59 |
|