SW
Simplicity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
24,548
+16,882
| +220% | +$849K | 0.05% | 292 |
|
|
2025
Q1 | $383K | Buy |
+7,666
| New | +$383K | 0.03% | 386 |
|
|
2024
Q3 | – | Sell |
-709,480
| Closed | -$34.4M | – | 1203 |
|
|
2024
Q2 | $34.4M | Buy |
709,480
+52,209
| +8% | +$2.53M | 0.78% | 22 |
|
|
2024
Q1 | $31.5M | Buy |
+657,271
| New | +$31.5M | 0.75% | 20 |
|
|
2022
Q4 | – | Sell |
-12,369
| Closed | -$595K | – | 93 |
|
|
2022
Q3 | $595K | Sell |
12,369
-67
| -0.5% | -$3.22K | 0.8% | 41 |
|
|
2022
Q2 | $623K | Buy |
+12,436
| New | +$623K | 0.91% | 35 |
|
|
2022
Q1 | – | Sell |
-6,475
| Closed | -$333K | – | 72 |
|
|
2021
Q4 | $333K | Buy |
+6,475
| New | +$333K | 0.18% | 54 |
|