RSWM
Robertson Stephens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,872
| Closed | -$236K | – | 635 |
|
|
2024
Q2 | $236K | Sell |
4,872
-12,592
| -72% | -$611K | 0.01% | 449 |
|
|
2024
Q1 | $836K | Sell |
17,464
-17,597
| -50% | -$843K | 0.04% | 259 |
|
|
2023
Q4 | $1.67M | Sell |
35,061
-3,558
| -9% | -$169K | 0.1% | 159 |
|
|
2023
Q3 | $1.83M | Buy |
+38,619
| New | +$1.83M | 0.12% | 150 |
|