TCWM
Total Clarity 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
Q2 | – | Sell |
-23,653
| Closed | -$1.13M | – | 232 |
|
|
2023
Q1 | $1.13M | Sell |
23,653
-708
| -3% | -$33.9K | 0.61% | 47 |
|
|
2022
Q4 | $1.14M | Sell |
24,361
-394
| -2% | -$18.4K | 0.58% | 42 |
|
|
2022
Q3 | $1.19M | Sell |
24,755
-174
| -0.7% | -$8.37K | 0.74% | 39 |
|
|
2022
Q2 | $1.25M | Sell |
24,929
-75
| -0.3% | -$3.76K | 0.65% | 40 |
|
|
2022
Q1 | $1.28M | Sell |
25,004
-637
| -2% | -$32.6K | 0.7% | 40 |
|
|
2021
Q4 | $1.32M | Buy |
25,641
+1,379
| +6% | +$70.9K | 0.6% | 40 |
|
|
2021
Q3 | $1.28M | Buy |
24,262
+718
| +3% | +$37.8K | 0.61% | 42 |
|
|
2021
Q2 | $1.23M | Buy |
23,544
+524
| +2% | +$27.5K | 0.69% | 44 |
|
|
2021
Q1 | $1.19M | Buy |
+23,020
| New | +$1.19M | 0.68% | 34 |
|