VWA
V Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,398
| Closed | -$740K | – | 477 |
|
|
2021
Q4 | $740K | Buy |
+14,398
| New | +$740K | 0.11% | 184 |
|
|
2021
Q3 | – | Sell |
-4,582
| Closed | -$240K | – | 497 |
|
|
2021
Q2 | $240K | Buy |
+4,582
| New | +$240K | 0.04% | 413 |
|
|
2021
Q1 | – | Sell |
-4,170
| Closed | -$213K | – | 442 |
|
|
2020
Q4 | $213K | Buy |
+4,170
| New | +$213K | 0.04% | 353 |
|
|
2020
Q3 | – | Sell |
-6,133
| Closed | -$308K | – | 343 |
|
|
2020
Q2 | $308K | Sell |
6,133
-3,448
| -36% | -$173K | 0.08% | 265 |
|
|
2020
Q1 | $467K | Sell |
9,581
-5,641
| -37% | -$275K | 0.15% | 161 |
|
|
2019
Q4 | $747K | Hold |
15,222
| – | – | 0.27% | 102 |
|
|
2019
Q3 | $747K | Buy |
15,222
+1,146
| +8% | +$56.2K | 0.27% | 102 |
|
|
2019
Q2 | $695K | Sell |
14,076
-131
| -0.9% | -$6.47K | 0.26% | 101 |
|
|
2019
Q1 | $696K | Sell |
14,207
-1,210
| -8% | -$59.3K | 0.28% | 93 |
|
|
2018
Q4 | $743K | Sell |
15,417
-560
| -4% | -$27K | 0.38% | 71 |
|
|
2018
Q3 | $776K | Buy |
15,977
+530
| +3% | +$25.7K | 0.36% | 78 |
|
|
2018
Q2 | $759K | Sell |
15,447
-1,358
| -8% | -$66.7K | 0.42% | 65 |
|
|
2018
Q1 | $824K | Sell |
16,805
-1,657
| -9% | -$81.2K | 0.44% | 62 |
|
|
2017
Q4 | $902K | Buy |
18,462
+1,748
| +10% | +$85.4K | 0.45% | 58 |
|
|
2017
Q3 | $826K | Sell |
16,714
-60
| -0.4% | -$2.97K | 0.42% | 58 |
|
|
2017
Q2 | $826K | Buy |
16,774
+1,930
| +13% | +$95K | 0.39% | 62 |
|
|
2017
Q1 | $733K | Sell |
14,844
-230
| -2% | -$11.4K | 0.45% | 66 |
|
|
2016
Q4 | $743K | Hold |
15,074
| – | – | 0.54% | 62 |
|
|
2016
Q3 | $745K | Buy |
15,074
+460
| +3% | +$22.7K | 0.6% | 55 |
|
|
2016
Q2 | $721K | Buy |
+14,614
| New | +$721K | 0.59% | 59 |
|