RWIA
Roger Wittlin Investment Advisory’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
Q2 | – | Sell |
-8,106
| Closed | -$388K | – | 43 |
|
|
2023
Q1 | $388K | Sell |
8,106
-21,720
| -73% | -$1.04M | 0.35% | 37 |
|
|
2022
Q4 | $1.39M | Buy |
29,826
+27,627
| +1,256% | +$1.29M | 1.39% | 19 |
|
|
2022
Q3 | $105K | Sell |
2,199
-121,214
| -98% | -$5.79M | 2.85% | 10 |
|
|
2022
Q2 | $6.19M | Buy |
123,413
+758
| +0.6% | +$38K | 6.1% | 7 |
|
|
2022
Q1 | $6.28M | Sell |
122,655
-1,342
| -1% | -$68.7K | 5.78% | 7 |
|
|
2021
Q4 | $6.37M | Buy |
+123,997
| New | +$6.37M | 5.01% | 8 |
|