TW
Transform Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,858
| Closed | -$335K | – | 220 |
|
|
2018
Q2 | $335K | Sell |
6,858
-9,300
| -58% | -$454K | 0.06% | 178 |
|
|
2018
Q1 | $790K | Hold |
16,158
| – | – | 0.15% | 153 |
|
|
2017
Q4 | $789K | Sell |
16,158
-181
| -1% | -$8.84K | 0.15% | 162 |
|
|
2017
Q3 | $808K | Buy |
+16,339
| New | +$808K | 0.28% | 117 |
|
|
2017
Q2 | – | Sell |
-29,062
| Closed | -$1.44M | – | 186 |
|
|
2017
Q1 | $1.44M | Sell |
29,062
-5,786
| -17% | -$286K | 0.54% | 55 |
|
|
2016
Q4 | $1.71M | Buy |
34,848
+2,000
| +6% | +$98.3K | 0.68% | 35 |
|
|
2016
Q3 | $1.63M | Buy |
32,848
+500
| +2% | +$24.8K | 0.7% | 35 |
|
|
2016
Q2 | $1.6M | Buy |
+32,348
| New | +$1.6M | 0.67% | 40 |
|