SWM
Sagace 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 | $933K | Buy |
18,551
+7,136
| +63% | +$359K | 0.7% | 36 |
|
|
2025
Q1 | $570K | Hold |
11,415
| – | – | 0.43% | 43 |
|
|
2024
Q4 | $553K | Sell |
11,415
-4,703
| -29% | -$228K | 0.41% | 46 |
|
|
2024
Q3 | $789K | Buy |
16,118
+625
| +4% | +$30.6K | 0.61% | 37 |
|
|
2024
Q2 | $748K | Buy |
+15,493
| New | +$748K | 0.73% | 36 |
|