Smart Money Group’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
2023 Q4	–	Sell	-64,393	Closed	-$3.04M	–	85
2023 Q3	$3.04M	Sell	64,393 -8,708	-12%	-$411K	1.45%	20
2023 Q2	$3.47M	Sell	73,101 -20,773	-22%	-$990K	1.65%	18
2023 Q1	$4.49M	Sell	93,874 -184,574	-66%	-$8.69M	2.25%	14
2022 Q4	$13M	Sell	278,448 -251,608	-47%	-$12M	6.79%	7
2022 Q3	$25.5M	Sell	530,056 -460	-0.1%	-$22.8K	17.38%	1
2022 Q2	$26.6M	Buy	530,516 +109,539	+26%	+$5.54M	18.45%	1
2022 Q1	$21.6M	Buy	420,977 +224,177	+114%	+$11.5M	14.48%	1
2021 Q4	$10.1M	Buy	196,800 +142,515	+263%	+$7.42M	6.46%	4
2021 Q3	$2.85M	Buy	+54,285	New	+$2.85M	2.08%	14