Smith & Howard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $228K | Buy |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $299K | Sell |
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|
2022
Q4 | $660K | Sell |
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|
2022
Q3 | $2.27M | Buy |
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|
2022
Q2 | $2.01M | Sell |
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|
2022
Q1 | $2.67M | Sell |
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|
2021
Q4 | $2.86M | Sell |
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|
2021
Q3 | $3.12M | Sell |
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|
2021
Q2 | $3.21M | Sell |
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|
2021
Q1 | $5.26M | Buy |
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|
2020
Q4 | $4.95M | Buy |
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|
2020
Q3 | $4.94M | Buy |
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|
2020
Q2 | $4.69M | Sell |
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|
2020
Q1 | $5.67M | Sell |
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|
2019
Q4 | $11.8M | Sell |
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|
2019
Q3 | $12M | Sell |
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|
2019
Q2 | $17.6M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $16.9M | Buy |
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|
2018
Q2 | $14.9M | Buy |
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|
2018
Q1 | $13.7M | Buy |
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