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Ridgecrest Wealth Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Ridgecrest Wealth Partners’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,575
Closed -$214K – 99
2022
Q4 		$214K Sell
4,575
-1,736
-28% -$82.7K 0.16% 86
2022
Q3 		$304K Sell
6,311
-4,500
-42% -$223K 0.25% 69
2022
Q2 		$542K Sell
10,811
-502
-4% -$25.4K 0.39% 47
2022
Q1 		$579K Sell
11,313
-19,220
-63% -$986K 0.37% 54
2021
Q4 		$1.57M Buy
30,533
+15,270
+100% +$795K 0.76% 31
2021
Q3 		$803K Hold
15,263
– – 0.44% 50
2021
Q2 		$800K Buy
15,263
+10,800
+242% +$563K 0.5% 50
2021
Q1 		$230K Buy
+4,463
New +$229K 0.22% 79

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