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

Segment Wealth Management’s Portfolio VTIP Stock Details VTIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,564
Closed -$223K – 213
2017
Q4 		$223K Hold
4,564
– – 0.05% 184
2017
Q3 		$226K Hold
4,564
– – 0.06% 187
2017
Q2 		$225K Buy
+4,564
New +$225K 0.06% 191