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

Avitas 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 Q4	–	Sell	-13,815	Closed	-$653K	–	211
2023 Q3	$653K	Buy	13,815 +193	+1%	+$9.12K	0.12%	145
2023 Q2	$646K	Buy	13,622 +416	+3%	+$19.8K	0.12%	140
2023 Q1	$631K	Buy	13,206 +92	+0.7%	+$4.33K	0.12%	143
2022 Q4	$613K	Sell	13,114 -166,643	-93%	-$7.94M	0.13%	132
2022 Q3	$8.65M	Sell	179,757 -2,056	-1%	-$102K	1.98%	10
2022 Q2	$9.11M	Buy	181,813 +1,973	+1%	+$99.8K	1.99%	8
2022 Q1	$9.21M	Buy	179,840 +4,765	+3%	+$244K	1.66%	9
2021 Q4	$9M	Buy	+175,075	New	+$9.11M	1.51%	11

Other funds holding VTIP

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

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

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

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Avitas Wealth Management's VTIP Position: Q4 2023 in Review

Avitas Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 13,815 shares — an estimated $653K sold.

Avitas Wealth Management first reported a position in VTIP in Q4 2021 and held it in 8 quarters. The position peaked at $9.21M in Q1 2022. 763 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Avitas Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
Avitas Wealth Management sold 13,815 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $653K.
Avitas Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 8 quarters.
Avitas Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.21M in Q1 2022.
763 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Avitas Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.