UWM
USAdvisors 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
Q1 | – | Sell |
-52,276
| Closed | -$964K | – | 118 |
|
|
2022
Q4 | $964K | Buy |
52,276
+508
| +1% | +$9.37K | 0.47% | 55 |
|
|
2022
Q3 | $943K | Buy |
51,768
+6,302
| +14% | +$115K | 0.48% | 53 |
|
|
2022
Q2 | $885K | Sell |
45,466
-6,857
| -13% | -$133K | 0.44% | 52 |
|
|
2022
Q1 | $1.08M | Buy |
+52,323
| New | +$1.08M | 0.46% | 56 |
|