WealthSource Partners’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 | $1.81M | Sell |
38,128
-1,082
| -3% | -$51.4K | 0.12% | 137 |
|
|
2023
Q3 | $1.85M | Sell |
39,210
-5,568
| -12% | -$263K | 0.13% | 129 |
|
|
2023
Q2 | $2.12M | Buy |
44,778
+3,618
| +9% | +$172K | 0.14% | 115 |
|
|
2023
Q1 | $1.97M | Buy |
41,160
+9,435
| +30% | +$451K | 0.13% | 124 |
|
|
2022
Q4 | $1.48M | Sell |
31,725
-2,648
| -8% | -$124K | 0.1% | 147 |
|
|
2022
Q3 | $1.65M | Buy |
34,373
+25,843
| +303% | +$1.24M | 0.12% | 137 |
|
|
2022
Q2 | $428K | Buy |
+8,530
| New | +$428K | 0.03% | 332 |
|