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

180 Wealth 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
2023 Q2	–	Sell	-4,700	Closed	-$225K	–	393
2023 Q1	$225K	Sell	4,700 -300	-6%	-$14.1K	0.05%	314
2022 Q4	$236K	Sell	5,000 -300	-6%	-$14.3K	0.06%	310
2022 Q3	$255K	Sell	5,300 -160	-3%	-$7.93K	0.07%	275
2022 Q2	$272K	Sell	5,460 -125	-2%	-$6.32K	0.07%	283
2022 Q1	$282K	Sell	5,585 -183	-3%	-$9.38K	0.06%	290
2021 Q4	$294K	Buy	5,768 +1,225	+27%	+$63.8K	0.07%	278
2021 Q3	$236K	Hold	4,543	–	–	0.05%	329
2021 Q2	$238K	Buy	4,543 +300	+7%	+$15.6K	0.05%	321
2021 Q1	$222K	Sell	4,243 -125	-3%	-$6.43K	0.06%	320
2020 Q4	$224K	Sell	4,368 -29	-0.7%	-$1.48K	0.06%	284
2020 Q3	$223K	Hold	4,397	–	–	0.08%	235
2020 Q2	$222K	Hold	4,397	–	–	0.09%	223
2020 Q1	$216K	Sell	4,397 -540	-11%	-$26.5K	0.11%	193
2019 Q4	$243K	Buy	4,937 +8	+0.2%	+$394	0.1%	228
2019 Q3	$242K	Sell	4,929 -50	-1%	-$2.47K	0.11%	218
2019 Q2	$246K	Buy	4,979 +800	+19%	+$39.2K	0.11%	209
2019 Q1	$204K	Sell	4,179 -1,206	-22%	-$58.2K	0.09%	238
2018 Q4	$260K	Hold	5,385	–	–	0.12%	199
2018 Q3	$260K	Sell	5,385 -132	-2%	-$6.45K	0.12%	200
2018 Q2	$270K	Sell	5,517 -245	-4%	-$12K	0.13%	191
2018 Q1	$282K	Buy	5,762 +468	+9%	+$22.8K	0.15%	175
2017 Q4	$258K	Buy	+5,294	New	+$262K	0.13%	188

Other funds holding VTIP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

180 Wealth Advisors's VTIP Position: Q2 2023 in Review

180 Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 4,700 shares — an estimated $225K sold.

180 Wealth Advisors first reported a position in VTIP in Q4 2017 and held it in 22 quarters. The position peaked at $294K in Q4 2021. 765 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

180 Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
180 Wealth Advisors sold 4,700 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $225K.
180 Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and held it in 22 quarters.
180 Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $294K in Q4 2021.
765 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on 180 Wealth Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.