BFG
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Bouchey Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bouchey Financial Group’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
-6,275
Closed -$297K – 141
2023
Q3 		$297K Buy
+6,275
New +$296K 0.04% 95

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SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VA
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bouchey Financial Group's VTIP Position: Q4 2023 in Review

Bouchey Financial Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 6,275 shares — an estimated $297K sold.

Bouchey Financial Group first reported a position in VTIP in Q3 2023 and held it in 1 quarter. The position peaked at $297K in Q3 2023. 761 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

  • Bouchey Financial Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
  • Bouchey Financial Group sold 6,275 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $297K.
  • Bouchey Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2023 and held it in 1 quarter.
  • Bouchey Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $297K in Q3 2023.
  • 761 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Bouchey Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.