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

AlphaStar Capital 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 Q4	–	Sell	-4,230	Closed	-$204K	–	351
2022 Q3	$204K	Sell	4,230 -246	-5%	-$12.2K	0.02%	284
2022 Q2	$224K	Buy	4,476 +230	+5%	+$11.6K	0.02%	310
2022 Q1	$217K	Sell	4,246 -665	-14%	-$34.1K	0.02%	344
2021 Q4	$251K	Buy	4,911 +346	+8%	+$18K	0.02%	338
2021 Q3	$238K	Buy	+4,565	New	+$239K	0.02%	346

Other funds holding VTIP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

AlphaStar Capital Management's VTIP Position: Q4 2022 in Review

AlphaStar Capital Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 4,230 shares — an estimated $204K sold.

AlphaStar Capital Management first reported a position in VTIP in Q3 2021 and held it in 5 quarters. The position peaked at $251K in Q4 2021. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

AlphaStar Capital Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
AlphaStar Capital Management sold 4,230 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $204K.
AlphaStar Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and held it in 5 quarters.
AlphaStar Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $251K in Q4 2021.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on AlphaStar Capital Management's 13F filing for Q4 2022, filed 8 Feb 2023.