SWA
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ShankerValleau 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
$7.97M Buy
158,497
+2,223
+1% +$112K 2.27% 11
2025
Q1
$7.8M Buy
156,274
+2,002
+1% +$99.9K 2.53% 11
2024
Q4
$7.47M Buy
+154,272
New +$7.47M 2.4% 12