SWA
Sax Wealth Advisors’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 | $260K | Buy |
+5,170
| New | +$260K | 0.02% | 368 |
|
|
2024
Q1 | – | Sell |
-6,965
| Closed | -$331K | – | 215 |
|
|
2023
Q4 | $331K | Sell |
6,965
-500
| -7% | -$23.7K | 0.05% | 141 |
|
|
2023
Q3 | $353K | Sell |
7,465
-1,037
| -12% | -$49K | 0.07% | 133 |
|
|
2023
Q2 | $403K | Hold |
8,502
| – | – | 0.08% | 129 |
|
|
2023
Q1 | $407K | Sell |
8,502
-650
| -7% | -$31.1K | 0.09% | 121 |
|
|
2022
Q4 | $428K | Sell |
9,152
-3,297
| -26% | -$154K | 0.1% | 113 |
|
|
2022
Q3 | $599K | Sell |
12,449
-201
| -2% | -$9.67K | 0.15% | 85 |
|
|
2022
Q2 | $634K | Buy |
+12,650
| New | +$634K | 0.16% | 85 |
|