Waldron Private Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$212K Hold
2024
Q1
$209K Hold
2023
Q4
$207K Hold
2023
Q3
$206K Sell
2023
Q2
$320K Hold
2023
Q1
$323K Sell
2022
Q4
$1.1M Hold
2022
Q3
$1.1M Sell
2022
Q2
$23.6M Sell
2022
Q1
$30.2M Buy
2021
Q4
$30.2M Buy
2021
Q3
$30.2M Buy