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Allen Capital Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Allen Capital Group’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
Q1 		– Sell
-2,159
Closed -$234K – 196
2022
Q4 		$234K Buy
+2,159
New +$103K 0.23% 35

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Allen Capital Group's VTIP Position: Q1 2023 in Review

Allen Capital Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 2,159 shares — an estimated $234K sold.

Allen Capital Group first reported a position in VTIP in Q4 2022 and held it in 1 quarter. The position peaked at $234K in Q4 2022. 777 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

  • Allen Capital Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
  • Allen Capital Group sold 2,159 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $234K.
  • Allen Capital Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 1 quarter.
  • Allen Capital Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $234K in Q4 2022.
  • 777 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Allen Capital Group's 13F filing for Q1 2023, filed 28 Apr 2023.