Pinnacle Private Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-5,569
Closed -$285K 311
2022
Q1
$285K Sell
5,569
-3,514
-39% -$180K 0.09% 231
2021
Q4
$467K Buy
+9,083
New +$467K 0.15% 153