WDG
Wealth Dimensions Group’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 | $285K | Buy |
5,664
+342
| +6% | +$17.2K | 0.06% | 134 |
|
|
2025
Q1 | $266K | Hold |
5,322
| – | – | 0.06% | 134 |
|
|
2024
Q4 | $258K | Hold |
5,322
| – | – | 0.06% | 129 |
|
|
2024
Q3 | $262K | Hold |
5,322
| – | – | 0.07% | 124 |
|
|
2024
Q2 | $258K | Hold |
5,322
| – | – | 0.07% | 124 |
|
|
2024
Q1 | $255K | Sell |
5,322
-25
| -0.5% | -$1.2K | 0.08% | 121 |
|
|
2023
Q4 | $254K | Hold |
5,347
| – | – | 0.08% | 119 |
|
|
2023
Q3 | $253K | Hold |
5,347
| – | – | 0.09% | 113 |
|
|
2023
Q2 | $254K | Hold |
5,347
| – | – | 0.09% | 117 |
|
|
2023
Q1 | $256K | Hold |
5,347
| – | – | 0.1% | 110 |
|
|
2022
Q4 | $250K | Hold |
5,347
| – | – | 0.1% | 112 |
|
|
2022
Q3 | $257K | Hold |
5,347
| – | – | 0.13% | 100 |
|
|
2022
Q2 | $268K | Hold |
5,347
| – | – | 0.13% | 102 |
|
|
2022
Q1 | $274K | Hold |
5,347
| – | – | 0.13% | 111 |
|
|
2021
Q4 | $275K | Hold |
5,347
| – | – | 0.13% | 109 |
|
|
2021
Q3 | $281K | Hold |
5,347
| – | – | 0.18% | 103 |
|
|
2021
Q2 | $280K | Hold |
5,347
| – | – | 0.19% | 95 |
|
|
2021
Q1 | $276K | Hold |
5,347
| – | – | 0.21% | 91 |
|
|
2020
Q4 | $273K | Buy |
+5,347
| New | +$273K | 0.24% | 84 |
|