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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$243K	Sell	4,827 -5,490	-53%	-$276K	0.15%	47
2025 Q1	$515K	Sell	10,317 -65,190	-86%	-$3.25M	0.38%	28
2024 Q4	$3.66M	Buy	75,507 +6,807	+10%	+$330K	2.78%	11
2024 Q3	$3.39M	Buy	68,700 +2,911	+4%	+$144K	2.42%	11
2024 Q2	$3.19M	Buy	+65,789	New	+$3.19M	2.59%	11