SFG
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Sage Financial Group’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
-11,417
Closed -$546K 101
2023
Q1
$546K Sell
11,417
-4,812
-30% -$230K 0.06% 59
2022
Q4
$758K Buy
+16,229
New +$758K 0.09% 51