VWM
VCI Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.12M | Buy |
304,479
+34,442
| +13% | +$919K | 2.84% | 7 |
|
|
2025
Q1 | $7.26M | Buy |
270,037
+18,038
| +7% | +$485K | 3.05% | 7 |
|
|
2024
Q4 | $6.51M | Buy |
251,999
+126,037
| +100% | +$3.26M | 2.76% | 9 |
|
|
2024
Q3 | $6.76M | Buy |
125,962
+11,396
| +10% | +$611K | 3.01% | 8 |
|
|
2024
Q2 | $5.96M | Buy |
114,566
+34,668
| +43% | +$1.8M | 2.95% | 8 |
|
|
2024
Q1 | $4.17M | Sell |
79,898
-10,169
| -11% | -$530K | 2.82% | 7 |
|
|
2023
Q4 | $4.7M | Buy |
+90,067
| New | +$4.7M | 2.86% | 7 |
|