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

Astoria Portfolio 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 Q4	–	Sell	-6,816	Closed	-$334K	–	236
2024 Q3	$334K	Buy	6,816 +106	+2%	+$5.16K	0.11%	138
2024 Q2	$326K	Buy	+6,710	New	+$323K	0.12%	127
2023 Q2	–	Sell	-5,863	Closed	-$281K	–	203
2023 Q1	$281K	Sell	5,863 -1,042	-15%	-$49.1K	0.12%	146
2022 Q4	$325K	Buy	6,905 +2,356	+52%	+$112K	0.15%	133
2022 Q3	$219K	Buy	4,549 +279	+7%	+$13.8K	0.15%	144
2022 Q2	$214K	Buy	4,270 +115	+3%	+$5.82K	0.16%	142
2022 Q1	$213K	Sell	4,155 -31,619	-88%	-$1.62M	0.17%	118
2021 Q4	$1.84M	Buy	+35,774	New	+$1.86M	1.46%	16

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

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

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

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

EWM

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

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

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

Astoria Portfolio Advisors's VTIP Position: Q4 2024 in Review

Astoria Portfolio Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2024, closing a stake of 6,816 shares — an estimated $334K sold.

Astoria Portfolio Advisors first reported a position in VTIP in Q4 2021 and held it in 8 quarters. The position peaked at $1.84M in Q4 2021. 768 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

Astoria Portfolio Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2024 after selling out during the quarter.
Astoria Portfolio Advisors sold 6,816 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $334K.
Astoria Portfolio Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 8 quarters.
Astoria Portfolio Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.84M in Q4 2021.
768 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on Astoria Portfolio Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.