Principia Wealth Advisory’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
$273K Buy
5,424
+300
+6% +$15.1K 0.23% 52
2025
Q1
$255K Sell
5,124
-240
-4% -$11.9K 0.24% 41
2024
Q4
$260K Buy
+5,364
New +$260K 0.24% 39