PWS
Physician Wealth Solutions’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 | $822K | Sell |
16,356
-1,963
| -11% | -$98.7K | 0.38% | 29 |
|
|
2025
Q1 | $914K | Sell |
18,319
-309
| -2% | -$15.4K | 0.46% | 27 |
|
|
2024
Q4 | $902K | Buy |
18,628
+348
| +2% | +$16.9K | 0.45% | 26 |
|
|
2024
Q3 | $892K | Buy |
18,280
+1,954
| +12% | +$95.3K | 0.44% | 26 |
|
|
2024
Q2 | $792K | Buy |
16,326
+1,912
| +13% | +$92.8K | 0.57% | 27 |
|
|
2024
Q1 | $690K | Sell |
14,414
-4,302
| -23% | -$206K | 0.58% | 27 |
|
|
2023
Q4 | $889K | Buy |
+18,716
| New | +$889K | 0.89% | 26 |
|