WealthPLAN Partners’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
2024 Q3	–	Sell	-9,236	Closed	-$448K	–	310
2024 Q2	$448K	Hold	9,236	–	–	0.05%	216
2024 Q1	$442K	Hold	9,236	–	–	0.05%	217
2023 Q4	$439K	Sell	9,236 -1,190	-11%	-$56.4K	0.05%	229
2023 Q3	$493K	Buy	10,426 +234	+2%	+$11.1K	0.06%	204
2023 Q2	$483K	Hold	10,192	–	–	0.07%	193
2023 Q1	$487K	Hold	10,192	–	–	0.06%	202
2022 Q4	$478K	Buy	+10,192	New	+$486K	0.03%	261
2022 Q1	$605K	Sell	11,945 -490	-4%	-$25.1K	0.04%	227
2021 Q4	$635K	Sell	12,435 -1,230	-9%	-$64K	0.04%	227
2021 Q3	$713K	Buy	13,665 +8,116	+146%	+$426K	0.05%	208
2021 Q2	$291K	Buy	+5,549	New	+$289K	0.02%	296