RCS
Retirement Capital Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-183,006
| Closed | -$8.68M | – | 70 |
|
|
2023
Q2 | $8.68M | Sell |
183,006
-221,114
| -55% | -$10.5M | 3.99% | 9 |
|
|
2023
Q1 | $19.3M | Buy |
+404,120
| New | +$19.3M | 9.39% | 4 |
|
|
2021
Q4 | – | Sell |
-95,664
| Closed | -$5.03M | – | 88 |
|
|
2021
Q3 | $5.03M | Buy |
+95,664
| New | +$5.03M | 1.93% | 15 |
|