SWM
Seed Wealth Management’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 | $2.47M | Buy |
49,085
+3,823
| +8% | +$192K | 1.84% | 16 |
|
|
2025
Q1 | $2.26M | Sell |
45,262
-3,000
| -6% | -$150K | 1.84% | 12 |
|
|
2024
Q4 | $2.34M | Buy |
48,262
+2,512
| +5% | +$122K | 1.89% | 13 |
|
|
2024
Q3 | $2.26M | Buy |
45,750
+34,960
| +324% | +$1.72M | 1.8% | 13 |
|
|
2024
Q2 | $524K | Buy |
+10,790
| New | +$524K | 0.46% | 57 |
|
|
2023
Q4 | – | Sell |
-25,550
| Closed | -$1.21M | – | 157 |
|
|
2023
Q3 | $1.21M | Buy |
25,550
+1,380
| +6% | +$65.2K | 1.36% | 17 |
|
|
2023
Q2 | $1.15M | Sell |
24,170
-700
| -3% | -$33.2K | 1.22% | 20 |
|
|
2023
Q1 | $1.19M | Sell |
24,870
-15,320
| -38% | -$733K | 1.35% | 17 |
|
|
2022
Q4 | $1.88M | Buy |
+40,190
| New | +$1.88M | 2.15% | 10 |
|