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

Atlas Private 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
2021 Q4	–	Sell	-19	Closed	-$1K	–	691
2021 Q3	$1K	Buy	19 +9	+90%	+$472	﹤0.01%	737
2021 Q2	$1K	Buy	+10	New	+$521	﹤0.01%	765

Other funds holding VTIP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atlas Private Wealth Advisors's VTIP Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2021, closing a stake of 19 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in VTIP in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 745 funds tracked by Wall St. Rank hold VTIP as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 19 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2021, an estimated $1K.
Atlas Private Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 2 quarters.
Atlas Private Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1K in Q3 2021.
745 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.