PHWM
Pine Harbor 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 | $357K | Sell |
7,095
-483
| -6% | -$24.3K | 0.13% | 69 |
|
|
2025
Q1 | $378K | Sell |
7,578
-8,546
| -53% | -$426K | 0.15% | 60 |
|
|
2024
Q4 | $781K | Sell |
16,124
-5,263
| -25% | -$255K | 0.31% | 36 |
|
|
2024
Q3 | $1.05M | Sell |
21,387
-26,912
| -56% | -$1.33M | 0.52% | 33 |
|
|
2024
Q2 | $2.34M | Sell |
48,299
-8,311
| -15% | -$403K | 1.38% | 17 |
|
|
2024
Q1 | $2.71M | Sell |
56,610
-89,057
| -61% | -$4.26M | 1.71% | 14 |
|
|
2023
Q4 | $6.92M | Buy |
+145,667
| New | +$6.92M | 5.27% | 4 |
|