PS
Planned 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-15
| Closed | -$740 | – | 630 |
|
2024
Q3 | $740 | Buy |
+15
| New | +$740 | ﹤0.01% | 597 |
|
2024
Q1 | – | Sell |
-15
| Closed | -$712 | – | 548 |
|
2023
Q4 | $712 | Buy |
+15
| New | +$712 | ﹤0.01% | 545 |
|
2020
Q4 | – | Sell |
-1,035
| Closed | -$53K | – | 471 |
|
2020
Q3 | $53K | Buy |
+1,035
| New | +$53K | 0.05% | 144 |
|