RWP
Ridgecrest Wealth Partners’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
Q1 | – | Sell |
-4,575
| Closed | -$214K | – | 99 |
|
|
2022
Q4 | $214K | Sell |
4,575
-1,736
| -28% | -$81.1K | 0.16% | 86 |
|
|
2022
Q3 | $304K | Sell |
6,311
-4,500
| -42% | -$217K | 0.25% | 69 |
|
|
2022
Q2 | $542K | Sell |
10,811
-502
| -4% | -$25.2K | 0.39% | 47 |
|
|
2022
Q1 | $579K | Sell |
11,313
-19,220
| -63% | -$984K | 0.37% | 54 |
|
|
2021
Q4 | $1.57M | Buy |
30,533
+15,270
| +100% | +$785K | 0.76% | 31 |
|
|
2021
Q3 | $803K | Hold |
15,263
| – | – | 0.44% | 50 |
|
|
2021
Q2 | $800K | Buy |
15,263
+10,800
| +242% | +$566K | 0.5% | 50 |
|
|
2021
Q1 | $230K | Buy |
+4,463
| New | +$230K | 0.22% | 79 |
|