Watershed Private Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25,364
| Closed | -$1.2M | – | 130 |
|
|
2023
Q4 | $1.2M | Sell |
25,364
-1,853
| -7% | -$88K | 0.67% | 39 |
|
|
2023
Q3 | $1.29M | Sell |
27,217
-1,326
| -5% | -$62.7K | 0.79% | 36 |
|
|
2023
Q2 | $1.35M | Buy |
28,543
+2,890
| +11% | +$137K | 0.82% | 34 |
|
|
2023
Q1 | $1.23M | Buy |
25,653
+970
| +4% | +$46.4K | 0.83% | 39 |
|
|
2022
Q4 | $1.15M | Buy |
+24,683
| New | +$1.15M | 0.88% | 37 |
|