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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,446	Closed	-$215K	–	82
2024 Q4	$215K	Sell	4,446 -18,557	-81%	-$907K	0.11%	73
2024 Q3	$1.13M	Sell	23,003 -33,519	-59%	-$1.63M	0.58%	29
2024 Q2	$2.74M	Sell	56,522 -3,553	-6%	-$171K	1.53%	17
2024 Q1	$2.88M	Sell	60,075 -11,173	-16%	-$532K	1.65%	17
2023 Q4	$3.38M	Sell	71,248 -5,690	-7%	-$270K	2.03%	13
2023 Q3	$3.64M	Sell	76,938 -4,248	-5%	-$201K	2.39%	12
2023 Q2	$3.85M	Sell	81,186 -19,936	-20%	-$950K	2.41%	13
2023 Q1	$4.84M	Sell	101,122 -19,829	-16%	-$934K	3.19%	10
2022 Q4	$5.65M	Buy	+120,951	New	+$5.76M	3.89%	7