WAS
Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-747
| Closed | -$36.8K | – | 560 |
|
|
2024
Q3 | $36.8K | Hold |
747
| – | – | 0.01% | 180 |
|
|
2024
Q2 | $36.3K | Hold |
747
| – | – | 0.01% | 170 |
|
|
2024
Q1 | $35.8K | Sell |
747
-16,436
| -96% | -$787K | 0.01% | 173 |
|
|
2023
Q4 | $816K | Sell |
17,183
-2,593
| -13% | -$123K | 0.27% | 50 |
|
|
2023
Q3 | $935K | Sell |
19,776
-2,119
| -10% | -$100K | 0.34% | 38 |
|
|
2023
Q2 | $1.04M | Sell |
21,895
-262
| -1% | -$12.4K | 0.37% | 37 |
|
|
2023
Q1 | $1.06M | Sell |
22,157
-4,232
| -16% | -$202K | 0.41% | 36 |
|
|
2022
Q4 | $1.23M | Sell |
26,389
-131
| -0.5% | -$6.12K | 0.53% | 34 |
|
|
2022
Q3 | $1.28M | Buy |
26,520
+1,672
| +7% | +$80.4K | 0.55% | 31 |
|
|
2022
Q2 | $1.25M | Buy |
24,848
+15,499
| +166% | +$777K | 0.51% | 33 |
|
|
2022
Q1 | $479K | Buy |
9,349
+474
| +5% | +$24.3K | 0.17% | 52 |
|
|
2021
Q4 | $456K | Buy |
8,875
+5,674
| +177% | +$292K | 0.15% | 57 |
|
|
2021
Q3 | $168K | Sell |
3,201
-316
| -9% | -$16.6K | 0.06% | 75 |
|
|
2021
Q2 | $184K | Buy |
3,517
+425
| +14% | +$22.2K | 0.07% | 72 |
|
|
2021
Q1 | $159K | Buy |
+3,092
| New | +$159K | 0.06% | 68 |
|