RWA Wealth Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,230
| Closed | -$307K | – | 597 |
|
|
2024
Q3 | $307K | Hold |
6,230
| – | – | ﹤0.01% | 474 |
|
|
2024
Q2 | $302K | Buy |
+6,230
| New | +$302K | ﹤0.01% | 460 |
|
|
2021
Q2 | – | Sell |
-15,396
| Closed | -$794K | – | 256 |
|
|
2021
Q1 | $794K | Buy |
+15,396
| New | +$794K | 0.06% | 137 |
|
|
2019
Q3 | – | Sell |
-22,144
| Closed | -$1.09M | – | 241 |
|
|
2019
Q2 | $1.09M | Sell |
22,144
-2,362
| -10% | -$116K | 0.12% | 112 |
|
|
2019
Q1 | $1.19M | Sell |
24,506
-4,494
| -15% | -$219K | 0.14% | 106 |
|
|
2018
Q4 | $1.39M | Buy |
+29,000
| New | +$1.39M | 0.18% | 101 |
|