Poinciana Advisors Group’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
2025
Q2
$4.94M Sell
98,277
-4,375
-4% -$220K 4.45% 6
2025
Q1
$5.12M Buy
102,652
+5,159
+5% +$257K 5.31% 5
2024
Q4
$4.72M Buy
+97,493
New +$4.72M 4.79% 6