WMG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Sell |
5,652
-249
| -4% | -$12.5K | 0.11% | 139 |
|
|
2025
Q1 | $294K | Sell |
5,901
-60
| -1% | -$2.99K | 0.13% | 114 |
|
|
2024
Q4 | $289K | Buy |
5,961
+142
| +2% | +$6.88K | 0.12% | 119 |
|
|
2024
Q3 | $287K | Buy |
5,819
+158
| +3% | +$7.79K | 0.13% | 116 |
|
|
2024
Q2 | $275K | Buy |
5,661
+285
| +5% | +$13.8K | 0.15% | 107 |
|
|
2024
Q1 | $257K | Buy |
+5,376
| New | +$257K | 0.15% | 108 |
|