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

Aevitas Wealth Management’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
2022 Q1	–	Sell	-5,095	Closed	-$262K	–	128
2021 Q4	$262K	Buy	5,095 +73	+1%	+$3.8K	0.16%	111
2021 Q3	$264K	Buy	5,022 +18	+0.4%	+$944	0.17%	111
2021 Q2	$262K	Hold	5,004	–	–	0.17%	108
2021 Q1	$258K	Buy	+5,004	New	+$257K	0.18%	104
2019 Q2	–	Sell	-3,786	Closed	-$184K	–	345
2019 Q1	$184K	Sell	3,786 -1	-0%	-$48	0.16%	107
2018 Q4	$181K	Sell	3,787 -3,010	-44%	-$145K	0.19%	97
2018 Q3	$329K	Buy	6,797 +19	+0.3%	+$928	0.3%	82
2018 Q2	$331K	Buy	6,778 +11	+0.2%	+$538	0.32%	78
2018 Q1	$331K	Buy	6,767 +5,000	+283%	+$244K	0.33%	76
2017 Q4	$86K	Buy	+1,767	New	+$87.4K	0.08%	145

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aevitas Wealth Management's VTIP Position: Q1 2022 in Review

Aevitas Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2022, closing a stake of 5,095 shares — an estimated $262K sold.

Aevitas Wealth Management first reported a position in VTIP in Q4 2017 and held it in 10 quarters. The position peaked at $331K in Q2 2018. 786 funds tracked by Wall St. Rank hold VTIP as of Q1 2022.

Aevitas Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2022 after selling out during the quarter.
Aevitas Wealth Management sold 5,095 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2022, an estimated $262K.
Aevitas Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and held it in 10 quarters.
Aevitas Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $331K in Q2 2018.
786 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2022.

Based on Aevitas Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.