Wells Financial Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,900
Closed -$137K 66
2023
Q3
$137K Hold
2,900
0.11% 43
2023
Q2
$138K Hold
2,900
0.1% 43
2023
Q1
$139K Hold
2,900
0.11% 45
2022
Q4
$135K Hold
2,900
0.11% 45
2022
Q3
$140K Buy
+2,900
New +$140K 0.14% 40