Summit Wealth Partners’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	-6,164	Closed	-$291K	–	217
2023 Q3	$291K	Sell	6,164 -2,511	-29%	-$119K	0.07%	150
2023 Q2	$411K	Sell	8,675 -2,275	-21%	-$108K	0.1%	124
2023 Q1	$524K	Sell	10,950 -7,981	-42%	-$376K	0.13%	102
2022 Q4	$884K	Buy	18,931 +1,538	+9%	+$73.3K	0.23%	66
2022 Q3	$837K	Sell	17,393 -1,688	-9%	-$83.6K	0.24%	64
2022 Q2	$956K	Buy	19,081 +12,180	+176%	+$616K	0.26%	56
2022 Q1	$353K	Buy	6,901 +531	+8%	+$27.2K	0.08%	117
2021 Q4	$327K	Buy	6,370 +976	+18%	+$50.8K	0.07%	121
2021 Q3	$284K	Buy	5,394 +392	+8%	+$20.6K	0.07%	125
2021 Q2	$262K	Buy	5,002 +95	+2%	+$4.95K	0.06%	135
2021 Q1	$253K	Buy	+4,907	New	+$252K	0.06%	135