SWM
Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,581
| Closed | -$73.8K | – | 784 |
|
|
2022
Q4 | $73.8K | Hold |
1,581
| – | – | 0.02% | 231 |
|
|
2022
Q3 | $77K | Hold |
1,581
| – | – | 0.02% | 231 |
|
|
2022
Q2 | $79K | Hold |
1,581
| – | – | 0.02% | 218 |
|
|
2022
Q1 | $81K | Hold |
1,581
| – | – | 0.02% | 218 |
|
|
2021
Q4 | $81K | Hold |
1,581
| – | – | 0.02% | 223 |
|
|
2021
Q3 | $83K | Hold |
1,581
| – | – | 0.02% | 211 |
|
|
2021
Q2 | $83K | Hold |
1,581
| – | – | 0.02% | 211 |
|
|
2021
Q1 | $81 | Hold |
1,581
| – | – | 0.02% | 213 |
|
|
2020
Q4 | $81K | Hold |
1,581
| – | – | 0.03% | 198 |
|
|
2020
Q3 | $81K | Hold |
1,581
| – | – | 0.03% | 176 |
|
|
2020
Q2 | $79K | Hold |
1,581
| – | – | 0.03% | 184 |
|
|
2020
Q1 | $77K | Sell |
1,581
-419
| -21% | -$20.4K | 0.03% | 168 |
|
|
2019
Q4 | $99K | Buy |
+2,000
| New | +$99K | 0.04% | 185 |
|