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

Capital Wealth Alliance’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	-17,267	Closed	-$816K	–	105
2023 Q3	$816K	Sell	17,267 -197	-1%	-$9.31K	0.62%	39
2023 Q2	$828K	Buy	17,464 +2,287	+15%	+$109K	0.62%	38
2023 Q1	$726K	Buy	15,177 +6,652	+78%	+$313K	0.59%	41
2022 Q4	$398K	Sell	8,525 -88	-1%	-$4.19K	0.33%	71
2022 Q3	$414K	Buy	8,613 +3,928	+84%	+$195K	0.34%	62
2022 Q2	$234K	Buy	+4,685	New	+$237K	0.16%	111

Other funds holding VTIP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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 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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Capital Wealth Alliance's VTIP Position: Q4 2023 in Review

Capital Wealth Alliance sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 17,267 shares — an estimated $816K sold.

Capital Wealth Alliance first reported a position in VTIP in Q2 2022 and held it in 6 quarters. The position peaked at $828K in Q2 2023. 762 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Capital Wealth Alliance reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
Capital Wealth Alliance sold 17,267 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $816K.
Capital Wealth Alliance first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and held it in 6 quarters.
Capital Wealth Alliance's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $828K in Q2 2023.
762 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

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