VWA
V Wealth Advisors’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,877
| Closed | -$264K | – | 402 |
|
|
2023
Q1 | $264K | Sell |
13,877
-40,383
| -74% | -$768K | 0.05% | 314 |
|
|
2022
Q4 | $1M | Sell |
54,260
-472
| -0.9% | -$8.71K | 0.21% | 112 |
|
|
2022
Q3 | $997K | Sell |
54,732
-769
| -1% | -$14K | 0.2% | 111 |
|
|
2022
Q2 | $1.08M | Sell |
55,501
-1,586
| -3% | -$30.9K | 0.2% | 123 |
|
|
2022
Q1 | $1.18M | Sell |
57,087
-15,063
| -21% | -$312K | 0.19% | 128 |
|
|
2021
Q4 | $1.52M | Buy |
72,150
+2,128
| +3% | +$44.9K | 0.22% | 101 |
|
|
2021
Q3 | $1.48M | Buy |
70,022
+17,297
| +33% | +$365K | 0.23% | 104 |
|
|
2021
Q2 | $1.11M | Buy |
52,725
+2,526
| +5% | +$53.4K | 0.18% | 138 |
|
|
2021
Q1 | $1.05M | Buy |
50,199
+4,305
| +9% | +$89.9K | 0.19% | 131 |
|
|
2020
Q4 | $959K | Buy |
+45,894
| New | +$959K | 0.2% | 133 |
|
|
2020
Q3 | – | Sell |
-27,740
| Closed | -$564K | – | 324 |
|
|
2020
Q2 | $564K | Buy |
27,740
+13,380
| +93% | +$272K | 0.15% | 172 |
|
|
2020
Q1 | $282K | Buy |
+14,360
| New | +$282K | 0.09% | 230 |
|