AWM
VTIP icon

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

Avaii Wealth 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
2023
Q3 		– Sell
-5,220
Closed -$248K – 156
2023
Q2 		$248K Sell
5,220
-27,818
-84% -$1.33M 0.19% 121
2023
Q1 		$1.58M Sell
33,038
-88,103
-73% -$4.15M 1.38% 15
2022
Q4 		$5.66M Buy
121,141
+6,818
+6% +$325K 5.06% 3
2022
Q3 		$5.5M Sell
114,323
-23,667
-17% -$1.17M 5.71% 3
2022
Q2 		$6.92M Sell
137,990
-2,321
-2% -$117K 7.4% 3
2022
Q1 		$7.18M Buy
140,311
+7,230
+5% +$371K 6.64% 3
2021
Q4 		$6.84M Buy
+133,081
New +$6.93M 6.86% 3

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Betterment LLC
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VA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWA
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UBS Group
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return