SRB
Shotwell Rutter Baer’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 | $4.51M | Buy |
90,648
+1,476
| +2% | +$73.5K | 3.07% | 13 |
|
|
2025
Q1 | $4.45M | Buy |
89,172
+1,327
| +2% | +$66.2K | 3.93% | 11 |
|
|
2024
Q4 | $4.26M | Buy |
87,845
+2,657
| +3% | +$129K | 3.59% | 11 |
|
|
2024
Q3 | $4.16M | Buy |
85,188
+3,141
| +4% | +$153K | 3.42% | 12 |
|
|
2024
Q2 | $3.96M | Buy |
+82,047
| New | +$3.96M | 3.51% | 12 |
|
|
2024
Q1 | – | Sell |
-78,994
| Closed | -$3.77M | – | 35 |
|
|
2023
Q4 | $3.77M | Buy |
+78,994
| New | +$3.77M | 3.59% | 12 |
|