RWM
Ritholtz Wealth Management’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 | $3.53M | Buy |
70,192
+7,274
| +12% | +$366K | 0.08% | 167 |
|
|
2025
Q1 | $3.14M | Sell |
62,918
-5,691
| -8% | -$284K | 0.09% | 157 |
|
|
2024
Q4 | $3.32M | Sell |
68,609
-4,067
| -6% | -$197K | 0.1% | 132 |
|
|
2024
Q3 | $3.58M | Buy |
72,676
+2,180
| +3% | +$107K | 0.11% | 127 |
|
|
2024
Q2 | $3.42M | Sell |
70,496
-6,661
| -9% | -$323K | 0.11% | 118 |
|
|
2024
Q1 | $3.7M | Sell |
77,157
-5,925
| -7% | -$284K | 0.13% | 107 |
|
|
2023
Q4 | $3.95M | Buy |
83,082
+5,885
| +8% | +$279K | 0.15% | 79 |
|
|
2023
Q3 | $3.65M | Buy |
77,197
+395
| +0.5% | +$18.7K | 0.16% | 81 |
|
|
2023
Q2 | $3.64M | Sell |
76,802
-21,817
| -22% | -$1.03M | 0.16% | 77 |
|
|
2023
Q1 | $4.72M | Sell |
98,619
-29,470
| -23% | -$1.41M | 0.24% | 58 |
|
|
2022
Q4 | $5.98M | Buy |
128,089
+12,672
| +11% | +$592K | 0.33% | 45 |
|
|
2022
Q3 | $5.55M | Buy |
115,417
+79,423
| +221% | +$3.82M | 0.29% | 38 |
|
|
2022
Q2 | $1.8M | Buy |
35,994
+385
| +1% | +$19.3K | 0.11% | 104 |
|
|
2022
Q1 | $1.82M | Buy |
+35,609
| New | +$1.82M | 0.12% | 97 |
|