WAM
Worth Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-156
| Closed | -$7.4K | – | 424 |
|
|
2023
Q2 | $7.4K | Sell |
156
-2,000
| -93% | -$94.8K | 0.01% | 334 |
|
|
2023
Q1 | $103K | Sell |
2,156
-4,354
| -67% | -$208K | 0.08% | 129 |
|
|
2022
Q4 | $304K | Sell |
6,510
-30
| -0.5% | -$1.4K | 0.21% | 55 |
|
|
2022
Q3 | $315K | Sell |
6,540
-135
| -2% | -$6.5K | 0.23% | 36 |
|
|
2022
Q2 | $335K | Buy |
6,675
+15
| +0.2% | +$753 | 0.23% | 56 |
|
|
2022
Q1 | $336K | Buy |
+6,660
| New | +$336K | 0.22% | 52 |
|