Topel & Distasi Wealth Management’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
Q2 | $324K | Sell |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $316K | Sell |
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|
2024
Q3 | $325K | Sell |
|
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|
2024
Q2 | $369K | Hold |
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|
2024
Q1 | $364K | Buy |
|
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|
2023
Q4 | $355K | Hold |
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|
2023
Q3 | $354K | Buy |
|
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|
2023
Q2 | $353K | Hold |
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|
2023
Q1 | $356K | Buy |
|
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|
2022
Q4 | $346K | Hold |
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|
2022
Q3 | $354K | Sell |
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|
2022
Q2 | $379K | Sell |
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|
2022
Q1 | $393K | Hold |
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|
2021
Q4 | $395K | Buy |
|