SVWG
Shared Vision Wealth Group’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 | $444K | Hold |
8,885
| – | – | 0.22% | 51 |
|
|
2025
Q1 | $443K | Hold |
8,885
| – | – | 0.24% | 47 |
|
|
2024
Q4 | $430K | Sell |
8,885
-620
| -7% | -$30K | 0.23% | 48 |
|
|
2024
Q3 | $469K | Hold |
9,505
| – | – | 0.25% | 46 |
|
|
2024
Q2 | $461K | Buy |
9,505
+620
| +7% | +$30.1K | 0.27% | 48 |
|
|
2024
Q1 | $426K | Hold |
8,885
| – | – | 0.27% | 50 |
|
|
2023
Q4 | $422K | Buy |
+8,885
| New | +$422K | 0.28% | 47 |
|