TDWM
Topel & Distasi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Sell |
6,446
-64
| -1% | -$3.22K | 0.17% | 53 |
|
|
2025
Q1 | $325K | Sell |
6,510
-20
| -0.3% | -$998 | 0.15% | 64 |
|
|
2024
Q4 | $316K | Sell |
6,530
-53
| -0.8% | -$2.57K | 0.14% | 66 |
|
|
2024
Q3 | $325K | Sell |
6,583
-1,017
| -13% | -$50.1K | 0.13% | 67 |
|
|
2024
Q2 | $369K | Hold |
7,600
| – | – | 0.16% | 65 |
|
|
2024
Q1 | $364K | Buy |
7,600
+115
| +2% | +$5.51K | 0.16% | 63 |
|
|
2023
Q4 | $355K | Hold |
7,485
| – | – | 0.17% | 61 |
|
|
2023
Q3 | $354K | Buy |
7,485
+33
| +0.4% | +$1.56K | 0.19% | 63 |
|
|
2023
Q2 | $353K | Hold |
7,452
| – | – | 0.18% | 65 |
|
|
2023
Q1 | $356K | Buy |
7,452
+37
| +0.5% | +$1.77K | 0.19% | 63 |
|
|
2022
Q4 | $346K | Hold |
7,415
| – | – | 0.19% | 60 |
|
|
2022
Q3 | $354K | Sell |
7,415
-142
| -2% | -$6.78K | 0.2% | 62 |
|
|
2022
Q2 | $379K | Sell |
7,557
-123
| -2% | -$6.17K | 0.22% | 57 |
|
|
2022
Q1 | $393K | Hold |
7,680
| – | – | 0.16% | 64 |
|
|
2021
Q4 | $395K | Buy |
+7,680
| New | +$395K | 0.16% | 65 |
|