Sax Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$256K Sell
2025
Q2
$260K Buy
2024
Q1
Sell
2023
Q4
$331K Sell
2023
Q3
$353K Sell
2023
Q2
$403K Hold
2023
Q1
$407K Sell
2022
Q4
$428K Sell
2022
Q3
$599K Sell
2022
Q2
$634K Buy