SVB Wealth’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
2025 Q1	–	Sell	-23,501	Closed	-$1.14M	–	1801
2024 Q4	$1.14M	Buy	+23,501	New	+$1.15M	0.02%	295
2024 Q3	–	Sell	-23,497	Closed	-$1.14M	–	609
2024 Q2	$1.14M	Sell	23,497 -345	-1%	-$16.6K	0.03%	296
2024 Q1	$1.14M	Hold	23,842	–	–	0.03%	320
2023 Q4	$1.13M	Buy	23,842 +317	+1%	+$15K	0.03%	315
2023 Q3	$1.11M	Sell	23,525 -71	-0.3%	-$3.35K	0.02%	302
2023 Q2	$1.12M	Sell	23,596 -24,723	-51%	-$1.18M	0.02%	327
2023 Q1	$2.31M	Sell	48,319 -4,737	-9%	-$223K	0.03%	244
2022 Q4	$2.48M	Buy	53,056 +41,529	+360%	+$1.98M	0.03%	237
2022 Q3	$555K	Buy	+11,527	New	+$571K	0.01%	503
2022 Q2	–	Sell	-70	Closed	-$3K	–	858
2022 Q1	$3K	Buy	+70	New	+$3.59K	﹤0.01%	792