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

WMG Financial Advisors’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$244K	Sell
2025 Q2	$284K	Sell
2025 Q1	$294K	Sell
2024 Q4	$289K	Buy
2024 Q3	$287K	Buy
2024 Q2	$275K	Buy
2024 Q1	$257K	Buy