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

Amplius 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
2024 Q2	–	Sell	-5,500	Closed	-$263K	–	183
2024 Q1	$263K	Hold	5,500	–	–	0.03%	142
2023 Q4	$261K	Hold	5,500	–	–	0.03%	136
2023 Q3	$260K	Hold	5,500	–	–	0.03%	130
2023 Q2	$261K	Hold	5,500	–	–	0.04%	134
2023 Q1	$263K	Hold	5,500	–	–	0.04%	135
2022 Q4	$257K	Buy	+5,500	New	+$262K	0.04%	130

Other funds holding VTIP

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

HWA

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

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

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

EWM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Amplius Wealth Advisors's VTIP Position: Q2 2024 in Review

Amplius Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2024, closing a stake of 5,500 shares — an estimated $263K sold.

Amplius Wealth Advisors first reported a position in VTIP in Q4 2022 and held it in 6 quarters. The position peaked at $263K in Q1 2024. 731 funds tracked by Wall St. Rank hold VTIP as of Q2 2024.

Amplius Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2024 after selling out during the quarter.
Amplius Wealth Advisors sold 5,500 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2024, an estimated $263K.
Amplius Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 6 quarters.
Amplius Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $263K in Q1 2024.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2024.

Based on Amplius Wealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.