SSWM
Smith Salley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,277
| Closed | -$475K | – | 248 |
|
|
2022
Q1 | $475K | Sell |
9,277
-235
| -2% | -$12K | 0.04% | 184 |
|
|
2021
Q4 | $489K | Sell |
9,512
-469
| -5% | -$24.1K | 0.03% | 184 |
|
|
2021
Q3 | $525K | Sell |
9,981
-226
| -2% | -$11.9K | 0.04% | 182 |
|
|
2021
Q2 | $535K | Sell |
10,207
-1,340
| -12% | -$70.2K | 0.04% | 181 |
|
|
2021
Q1 | $595K | Buy |
11,547
+15
| +0.1% | +$773 | 0.05% | 161 |
|
|
2020
Q4 | $589K | Buy |
+11,532
| New | +$589K | 0.06% | 143 |
|