PWA
Physician Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
5,534
| – | – | 0.04% | 145 |
|
|
2025
Q1 | $276K | Buy |
5,534
+4
| +0.1% | +$200 | 0.05% | 145 |
|
|
2024
Q4 | $268K | Buy |
5,530
+500
| +10% | +$24.2K | 0.05% | 147 |
|
|
2024
Q3 | $246K | Hold |
5,030
| – | – | 0.04% | 157 |
|
|
2024
Q2 | $243K | Buy |
5,030
+370
| +8% | +$17.9K | 0.04% | 149 |
|
|
2024
Q1 | $223K | Hold |
4,660
| – | – | 0.05% | 155 |
|
|
2023
Q4 | $222K | Hold |
4,660
| – | – | 0.05% | 150 |
|
|
2023
Q3 | $219K | Hold |
4,660
| – | – | 0.06% | 136 |
|
|
2023
Q2 | $219K | Hold |
4,660
| – | – | 0.05% | 139 |
|
|
2023
Q1 | $222K | Buy |
+4,660
| New | +$222K | 0.06% | 140 |
|