True Wealth Design’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-239,594
Closed -$11.4M 813
2023
Q4
$11.4M Buy
239,594
+9,738
+4% +$462K 3.2% 8
2023
Q3
$10.9M Buy
+229,856
New +$10.9M 3.64% 7