VWA
VERITY 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Hold |
4,239
| – | – | 0.14% | 75 |
|
|
2025
Q1 | $212K | Hold |
4,239
| – | – | 0.16% | 72 |
|
|
2024
Q4 | $205K | Hold |
4,239
| – | – | 0.15% | 72 |
|
|
2024
Q3 | $209K | Hold |
4,239
| – | – | 0.15% | 72 |
|
|
2024
Q2 | $206K | Hold |
4,239
| – | – | 0.15% | 72 |
|
|
2024
Q1 | $203K | Hold |
4,239
| – | – | 0.16% | 73 |
|
|
2023
Q4 | $201K | Sell |
4,239
-3,710
| -47% | -$176K | 0.17% | 70 |
|
|
2023
Q3 | $376K | Hold |
7,949
| – | – | 0.35% | 49 |
|
|
2023
Q2 | $377K | Hold |
7,949
| – | – | 0.34% | 53 |
|
|
2023
Q1 | $380K | Hold |
7,949
| – | – | 0.35% | 55 |
|
|
2022
Q4 | $371K | Hold |
7,949
| – | – | 0.36% | 54 |
|
|
2022
Q3 | $382K | Buy |
7,949
+1,320
| +20% | +$63.4K | 0.39% | 49 |
|
|
2022
Q2 | $332K | Buy |
6,629
+2,440
| +58% | +$122K | 0.32% | 52 |
|
|
2022
Q1 | $215K | Hold |
4,189
| – | – | 0.19% | 63 |
|
|
2021
Q4 | $215K | Buy |
+4,189
| New | +$215K | 0.18% | 65 |
|
|
2020
Q1 | – | Sell |
-9,570
| Closed | -$472K | – | 49 |
|
|
2019
Q4 | $472K | Buy |
9,570
+42
| +0.4% | +$2.07K | 0.45% | 36 |
|
|
2019
Q3 | $467K | Buy |
9,528
+53
| +0.6% | +$2.6K | 0.46% | 35 |
|
|
2019
Q2 | $467K | Buy |
9,475
+22
| +0.2% | +$1.08K | 0.46% | 35 |
|
|
2019
Q1 | $460K | Sell |
9,453
-490
| -5% | -$23.8K | 0.47% | 36 |
|
|
2018
Q4 | $476K | Buy |
+9,943
| New | +$476K | 0.55% | 33 |
|