WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.47K | Hold |
175
| – | – | ﹤0.01% | 617 |
|
|
2024
Q3 | $8.63K | Hold |
175
| – | – | ﹤0.01% | 656 |
|
|
2024
Q2 | $8.5K | Hold |
175
| – | – | ﹤0.01% | 629 |
|
|
2024
Q1 | $8.38K | Buy |
+175
| New | +$8.38K | ﹤0.01% | 631 |
|
|
2023
Q4 | – | Sell |
-175
| Closed | -$8.27K | – | 848 |
|
|
2023
Q3 | $8.27K | Hold |
175
| – | – | ﹤0.01% | 608 |
|
|
2023
Q2 | $8.3K | Hold |
175
| – | – | ﹤0.01% | 609 |
|
|
2023
Q1 | $8.37K | Buy |
+175
| New | +$8.37K | ﹤0.01% | 595 |
|
|
2022
Q2 | – | Sell |
-24
| Closed | -$1.23K | – | 553 |
|
|
2022
Q1 | $1.23K | Buy |
+24
| New | +$1.23K | ﹤0.01% | 457 |
|