Walkner Condon Financial Advisors’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
2023 Q4	–	Sell	-7,251	Closed	-$343K	–	278
2023 Q3	$343K	Sell	7,251 -551	-7%	-$26K	0.09%	171
2023 Q2	$370K	Sell	7,802 -1,302	-14%	-$62.1K	0.1%	160
2023 Q1	$435K	Hold	9,104	–	–	0.12%	143
2022 Q4	$425K	Sell	9,104 -2,296	-20%	-$109K	0.13%	141
2022 Q3	$548K	Sell	11,400 -851	-7%	-$42.2K	0.18%	108
2022 Q2	$614K	Buy	12,251 +5,326	+77%	+$269K	0.19%	106
2022 Q1	$355K	Sell	6,925 -2,600	-27%	-$133K	0.1%	161
2021 Q4	$490K	Sell	9,525 -1	-0%	-$52	0.32%	76
2021 Q3	$500K	Buy	9,526 +7	+0.1%	+$367	0.25%	83
2021 Q2	$498K	Buy	9,519 +8	+0.1%	+$417	0.18%	100
2021 Q1	$490K	Buy	9,511 +99	+1%	+$5.09K	0.19%	99
2020 Q4	$481K	Buy	9,412 +3,357	+55%	+$171K	0.21%	84
2020 Q3	$309K	Buy	+6,055	New	+$307K	0.17%	100