VWA
V Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-23,741
| Closed | -$2.28M | – | 398 |
|
|
2022
Q3 | $2.28M | Buy |
23,741
+1,046
| +5% | +$101K | 0.46% | 41 |
|
|
2022
Q2 | $2.3M | Buy |
22,695
+1,152
| +5% | +$117K | 0.43% | 42 |
|
|
2022
Q1 | $2.26M | Sell |
21,543
-10,417
| -33% | -$1.09M | 0.36% | 56 |
|
|
2021
Q4 | $3.38M | Sell |
31,960
-208
| -0.6% | -$22K | 0.5% | 36 |
|
|
2021
Q3 | $3.4M | Buy |
32,168
+9,847
| +44% | +$1.04M | 0.53% | 32 |
|
|
2021
Q2 | $2.37M | Buy |
22,321
+5,170
| +30% | +$549K | 0.38% | 59 |
|
|
2021
Q1 | $1.81M | Buy |
+17,151
| New | +$1.81M | 0.33% | 69 |
|
|
2017
Q3 | – | Sell |
-1,343
| Closed | -$139K | – | 634 |
|
|
2017
Q2 | $139K | Buy |
+1,343
| New | +$139K | 0.07% | 210 |
|