WGCA
Wolf Group Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-142,425
| Closed | -$6.75M | – | 181 |
|
|
2024
Q4 | $6.75M | Hold |
142,425
| – | – | 3.27% | 5 |
|
|
2024
Q3 | $6.75M | Buy |
+142,425
| New | +$6.75M | 3.21% | 5 |
|
|
2024
Q2 | – | Sell |
-142,425
| Closed | -$6.75M | – | 141 |
|
|
2024
Q1 | $6.75M | Hold |
142,425
| – | – | 3.21% | 5 |
|
|
2023
Q4 | $6.75M | Sell |
142,425
-3,298
| -2% | -$156K | 3.2% | 5 |
|
|
2023
Q3 | $6.89M | Buy |
145,723
+3,614
| +3% | +$171K | 3.26% | 4 |
|
|
2023
Q2 | $6.76M | Buy |
142,109
+2,340
| +2% | +$111K | 3.37% | 5 |
|
|
2023
Q1 | $6.68M | Sell |
139,769
-22,152
| -14% | -$1.06M | 3.32% | 5 |
|
|
2022
Q4 | $7.56M | Buy |
161,921
+15,043
| +10% | +$703K | 3.57% | 4 |
|
|
2022
Q3 | $7.07M | Buy |
146,878
+6,047
| +4% | +$291K | 3.87% | 4 |
|
|
2022
Q2 | $7.06M | Buy |
140,831
+42,494
| +43% | +$2.13M | 3.67% | 4 |
|
|
2022
Q1 | $5.04M | Sell |
98,337
-174,057
| -64% | -$8.91M | 2.58% | 6 |
|
|
2021
Q4 | $14M | Buy |
+272,394
| New | +$14M | 2.29% | 9 |
|