SFMG
Sage Financial Management 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 |
-136,599
| Closed | -$6.53M | – | 34 |
|
|
2023
Q1 | $6.53M | Sell |
136,599
-40,968
| -23% | -$1.96M | 5.26% | 7 |
|
|
2022
Q4 | $8.29M | Buy |
177,567
+33,895
| +24% | +$1.58M | 5.79% | 6 |
|
|
2022
Q3 | $6.91M | Sell |
143,672
-36,630
| -20% | -$1.76M | 6.09% | 6 |
|
|
2022
Q2 | $9.04M | Buy |
+180,302
| New | +$9.04M | 6.32% | 6 |
|