VWA
Visionary 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 | $2.46M | Sell |
48,949
-21,179
| -30% | -$1.06M | 0.13% | 171 |
|
|
2025
Q1 | $3.5M | Sell |
70,128
-4,170
| -6% | -$208K | 0.21% | 123 |
|
|
2024
Q4 | $3.6M | Buy |
74,298
+12,174
| +20% | +$589K | 0.21% | 119 |
|
|
2024
Q3 | $3.06M | Buy |
62,124
+17,283
| +39% | +$852K | 0.19% | 125 |
|
|
2024
Q2 | $2.18M | Buy |
+44,841
| New | +$2.18M | 0.14% | 157 |
|
|
2024
Q1 | – | Sell |
-7,385
| Closed | -$351K | – | 509 |
|
|
2023
Q4 | $351K | Sell |
7,385
-4,676
| -39% | -$222K | 0.03% | 368 |
|
|
2023
Q3 | $570K | Sell |
12,061
-11
| -0.1% | -$520 | 0.05% | 278 |
|
|
2023
Q2 | $572K | Sell |
12,072
-2,997
| -20% | -$142K | 0.05% | 271 |
|
|
2023
Q1 | $721K | Buy |
15,069
+10,659
| +242% | +$510K | 0.06% | 234 |
|
|
2022
Q4 | $206K | Sell |
4,410
-250,388
| -98% | -$11.7M | 0.02% | 389 |
|
|
2022
Q3 | $12.3M | Sell |
254,798
-4,838
| -2% | -$233K | 1.27% | 15 |
|
|
2022
Q2 | $13M | Buy |
259,636
+249,486
| +2,458% | +$12.5M | 1.17% | 17 |
|
|
2022
Q1 | $520K | Buy |
10,150
+2,533
| +33% | +$130K | 0.04% | 247 |
|
|
2021
Q4 | $392K | Buy |
+7,617
| New | +$392K | 0.03% | 259 |
|