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

AlphaCore Capital’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
2024
Q4 		– Sell
-4,955
Closed -$244K – 281
2024
Q3 		$244K Buy
4,955
+26
+0.5% +$1.27K 0.06% 179
2024
Q2 		$239K Buy
4,929
+3
+0.1% +$144 0.06% 175
2024
Q1 		$236K Sell
4,926
-8,250
-63% -$393K 0.06% 137
2023
Q4 		$626K Sell
13,176
-2,556
-16% -$121K 0.09% 131
2023
Q3 		$744K Buy
15,732
+1,182
+8% +$55.9K 0.12% 119
2023
Q2 		$690K Buy
14,550
+8,096
+125% +$386K 0.11% 122
2023
Q1 		$309K Buy
+6,454
New +$304K 0.08% 106
2020
Q2 		– Sell
-459
Closed -$22K – 300
2020
Q1 		$22K Buy
+459
New +$22.5K 0.02% 156

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return