SMG
Spectrum Management Group’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 |
-838
| Closed | -$43K | – | 327 |
|
|
2022
Q1 | $43K | Hold |
838
| – | – | 0.01% | 167 |
|
|
2021
Q4 | $43K | Buy |
838
+29
| +4% | +$1.49K | 0.01% | 160 |
|
|
2021
Q3 | $43K | Buy |
+809
| New | +$43K | 0.01% | 192 |
|
|
2018
Q3 | – | Sell |
-437
| Closed | -$21K | – | 244 |
|
|
2018
Q2 | $21K | Hold |
437
| – | – | 0.01% | 166 |
|
|
2018
Q1 | $21K | Sell |
437
-585
| -57% | -$28.1K | 0.01% | 156 |
|
|
2017
Q4 | $50K | Sell |
1,022
-835
| -45% | -$40.9K | 0.02% | 122 |
|
|
2017
Q3 | $92K | Buy |
+1,857
| New | +$92K | 0.03% | 144 |
|
|
2016
Q2 | – | Sell |
-1,857
| Closed | -$91K | – | 223 |
|
|
2016
Q1 | $91K | Buy |
+1,857
| New | +$91K | 0.04% | 109 |
|