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

Avidian Wealth Enterprises’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 Q1	–	Sell	-5,667	Closed	-$265K	–	509
2022 Q4	$265K	Buy	5,667 +542	+11%	+$25.8K	0.02%	382
2022 Q3	$247K	Buy	+5,125	New	+$254K	0.02%	364
2022 Q2	–	Sell	-4,378	Closed	-$224K	–	506
2022 Q1	$224K	Buy	4,378 +39	+0.9%	+$2K	0.01%	437
2021 Q4	$223K	Buy	4,339 +10	+0.2%	+$520	0.01%	470
2021 Q3	$228K	Sell	4,329 -162	-4%	-$8.5K	0.02%	341
2021 Q2	$235K	Sell	4,491 -152	-3%	-$7.92K	0.02%	342
2021 Q1	$239K	Sell	4,643 -91,499	-95%	-$4.7M	0.02%	318
2020 Q4	$4.91M	Sell	96,142 -135,428	-58%	-$6.89M	0.47%	42
2020 Q3	$11.8M	Sell	231,570 -94,213	-29%	-$4.78M	1.34%	17
2020 Q2	$16.3M	Sell	325,783 -71,546	-18%	-$3.56M	2.2%	9
2020 Q1	$19.4M	Sell	397,329 -1,887	-0.5%	-$92.6K	3.11%	7
2019 Q4	$19.7M	Buy	399,216 +15,084	+4%	+$743K	2.8%	9
2019 Q3	$18.8M	Buy	+384,132	New	+$19M	3.1%	9

Other funds holding VTIP

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

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

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

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

HWA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

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

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

Avidian Wealth Enterprises's VTIP Position: Q1 2023 in Review

Avidian Wealth Enterprises sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 5,667 shares — an estimated $265K sold.

Avidian Wealth Enterprises first reported a position in VTIP in Q3 2019 and held it in 13 quarters. The position peaked at $19.7M in Q4 2019. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Avidian Wealth Enterprises reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 5,667 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $265K.
Avidian Wealth Enterprises first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2019 and held it in 13 quarters.
Avidian Wealth Enterprises's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $19.7M in Q4 2019.
776 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2023, filed 8 May 2023.