Sheets Smith 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 | $926K | Buy |
+18,412
| New | +$926K | 0.11% | 180 |
|
|
2022
Q2 | – | Sell |
-8,513
| Closed | -$436K | – | 350 |
|
|
2022
Q1 | $436K | Hold |
8,513
| – | – | 0.06% | 234 |
|
|
2021
Q4 | $438K | Buy |
8,513
+1,614
| +23% | +$83K | 0.05% | 252 |
|
|
2021
Q3 | $363K | Buy |
6,899
+54
| +0.8% | +$2.84K | 0.05% | 268 |
|
|
2021
Q2 | $359K | Sell |
6,845
-1,060
| -13% | -$55.6K | 0.05% | 274 |
|
|
2021
Q1 | $407K | Buy |
7,905
+12
| +0.2% | +$618 | 0.06% | 236 |
|
|
2020
Q4 | $403K | Sell |
7,893
-150
| -2% | -$7.66K | 0.06% | 231 |
|
|
2020
Q3 | $410K | Hold |
8,043
| – | – | 0.07% | 210 |
|
|
2020
Q2 | $404K | Hold |
8,043
| – | – | 0.08% | 178 |
|
|
2020
Q1 | $392K | Buy |
+8,043
| New | +$392K | 0.08% | 182 |
|