WMR
Wealth Management Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,258
| Closed | -$580K | – | 43 |
|
|
2023
Q3 | $580K | Sell |
12,258
-7,230
| -37% | -$342K | 0.28% | 33 |
|
|
2023
Q2 | $924K | Sell |
19,488
-183,011
| -90% | -$8.68M | 0.54% | 24 |
|
|
2023
Q1 | $9.68M | Buy |
202,499
+2,114
| +1% | +$101K | 5.96% | 5 |
|
|
2022
Q4 | $9.36M | Buy |
200,385
+16,332
| +9% | +$763K | 6.07% | 5 |
|
|
2022
Q3 | $8.83M | Buy |
184,053
+5,500
| +3% | +$264K | 5.88% | 6 |
|
|
2022
Q2 | $8.95M | Buy |
178,553
+1,116
| +0.6% | +$55.9K | 5.5% | 7 |
|
|
2022
Q1 | $9.09M | Buy |
177,437
+4,472
| +3% | +$229K | 6.28% | 5 |
|
|
2021
Q4 | $8.89M | Buy |
+172,965
| New | +$8.89M | 5.72% | 7 |
|