Annapolis Financial Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Annapolis Financial Services’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	-1,084	Closed	-$51.9K	–	371
2024 Q1	$51.9K	Buy	1,084 +543	+100%	+$25.8K	0.02%	141
2023 Q4	$25.7K	Hold	541	–	–	0.01%	261
2023 Q3	$25.6K	Hold	541	–	–	0.01%	244
2023 Q2	$25.7K	Hold	541	–	–	0.01%	246
2023 Q1	$25.9K	Hold	541	–	–	0.01%	226
2022 Q4	$25.3K	Sell	541 -1,924	-78%	-$91.7K	0.01%	226
2022 Q3	$119K	Hold	2,465	–	–	0.04%	130
2022 Q2	$124K	Hold	2,465	–	–	0.05%	129
2022 Q1	$126K	Hold	2,465	–	–	0.04%	131
2021 Q4	$127K	Hold	2,465	–	–	0.04%	132
2021 Q3	$130K	Hold	2,465	–	–	0.04%	122
2021 Q2	$129K	Hold	2,465	–	–	0.04%	122
2021 Q1	$127K	Buy	2,465 +1,924	+356%	+$98.9K	0.05%	113
2020 Q4	$28K	Buy	+541	New	+$27.5K	0.01%	178

Other funds holding VTIP

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

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

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

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

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

EWM

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

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

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

Annapolis Financial Services's VTIP Position: Q2 2024 in Review

Annapolis Financial Services sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2024, closing a stake of 1,084 shares — an estimated $51.9K sold.

Annapolis Financial Services first reported a position in VTIP in Q4 2020 and held it in 14 quarters. The position peaked at $130K in Q3 2021. 729 funds tracked by Wall St. Rank hold VTIP as of Q2 2024.

Annapolis Financial Services reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2024 after selling out during the quarter.
Annapolis Financial Services sold 1,084 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2024, an estimated $51.9K.
Annapolis Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 14 quarters.
Annapolis Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $130K in Q3 2021.
729 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2024.

Based on Annapolis Financial Services's 13F filing for Q2 2024, filed 17 Jul 2024.