VWA
VERITY 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Hold |
13,841
| – | – | 0.96% | 14 |
|
|
2025
Q1 | $1.43M | Hold |
13,841
| – | – | 1.06% | 14 |
|
|
2024
Q4 | $1.39M | Hold |
13,841
| – | – | 1.01% | 15 |
|
|
2024
Q3 | $1.4M | Hold |
13,841
| – | – | 0.99% | 15 |
|
|
2024
Q2 | $1.38M | Hold |
13,841
| – | – | 1.03% | 15 |
|
|
2024
Q1 | $1.38M | Hold |
13,841
| – | – | 1.06% | 14 |
|
|
2023
Q4 | $1.36M | Buy |
13,841
+6,583
| +91% | +$649K | 1.17% | 14 |
|
|
2023
Q3 | $703K | Hold |
7,258
| – | – | 0.66% | 30 |
|
|
2023
Q2 | $708K | Hold |
7,258
| – | – | 0.64% | 30 |
|
|
2023
Q1 | $720K | Hold |
7,258
| – | – | 0.67% | 30 |
|
|
2022
Q4 | $704K | Sell |
7,258
-7,200
| -50% | -$698K | 0.69% | 29 |
|
|
2022
Q3 | $1.39M | Buy |
14,458
+10,607
| +275% | +$1.02M | 1.43% | 16 |
|
|
2022
Q2 | $391K | Sell |
3,851
-3,732
| -49% | -$379K | 0.38% | 47 |
|
|
2022
Q1 | $796K | Buy |
7,583
+2,890
| +62% | +$303K | 0.7% | 28 |
|
|
2021
Q4 | $497K | Buy |
+4,693
| New | +$497K | 0.41% | 41 |
|