Wealth Enhancement Advisory Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.48M Buy
150,193
+11,935
+9% +$594K 0.01% 731
2025
Q1
$6.9M Buy
138,258
+39,419
+40% +$1.97M 0.01% 718
2024
Q4
$4.79M Sell
98,839
-8,617
-8% -$417K 0.01% 813
2024
Q3
$5.3M Sell
107,456
-8,672
-7% -$428K 0.01% 700
2024
Q2
$5.64M Sell
116,128
-28,559
-20% -$1.39M 0.01% 654
2024
Q1
$6.93M Sell
144,687
-752
-0.5% -$36K 0.02% 582
2023
Q4
$6.91M Sell
145,439
-16,414
-10% -$780K 0.02% 517
2023
Q3
$7.65M Buy
161,853
+154,877
+2,220% +$7.32M 0.03% 472
2023
Q2
$331K Buy
6,976
+1,048
+18% +$49.7K ﹤0.01% 418
2023
Q1
$283K Buy
+5,928
New +$283K ﹤0.01% 452