SW
Signify Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,542
| Closed | -$216K | – | 29 |
|
|
2023
Q4 | $216K | Sell |
4,542
-6,808
| -60% | -$323K | 0.33% | 34 |
|
|
2023
Q3 | $537K | Sell |
11,350
-28,087
| -71% | -$1.33M | 0.72% | 29 |
|
|
2023
Q2 | $1.87M | Sell |
39,437
-2,080
| -5% | -$98.6K | 1.61% | 20 |
|
|
2023
Q1 | $1.99M | Buy |
41,517
+363
| +0.9% | +$17.4K | 1.75% | 19 |
|
|
2022
Q4 | $1.92M | Sell |
41,154
-2,540
| -6% | -$119K | 1.68% | 22 |
|
|
2022
Q3 | $2.1M | Buy |
43,694
+3,504
| +9% | +$169K | 2.24% | 14 |
|
|
2022
Q2 | $2.01M | Buy |
+40,190
| New | +$2.01M | 2.79% | 10 |
|