PWMG
Private Wealth Management Group’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 | $3.5M | Buy |
69,644
+1,458
| +2% | +$73.3K | 1.16% | 21 |
|
|
2025
Q1 | $3.4M | Sell |
68,186
-4,138
| -6% | -$206K | 1.26% | 19 |
|
|
2024
Q4 | $3.5M | Buy |
72,324
+978
| +1% | +$47.4K | 1.34% | 19 |
|
|
2024
Q3 | $3.52M | Sell |
71,346
-45
| -0.1% | -$2.22K | 1.39% | 17 |
|
|
2024
Q2 | $3.47M | Sell |
71,391
-2,743
| -4% | -$133K | 1.5% | 16 |
|
|
2024
Q1 | $3.55M | Sell |
74,134
-16,020
| -18% | -$767K | 1.61% | 14 |
|
|
2023
Q4 | $4.28M | Buy |
+90,154
| New | +$4.28M | 2.1% | 13 |
|