Carmichael Hill & Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Carmichael Hill & Associates’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 Q2	–	Sell	-1,195	Closed	-$57.1K	–	816
2023 Q1	$57.1K	Sell	1,195 -225	-16%	-$10.6K	0.03%	302
2022 Q4	$66.3K	Hold	1,420	–	–	0.03%	290
2022 Q3	$68K	Hold	1,420	–	–	0.04%	278
2022 Q2	$71K	Hold	1,420	–	–	0.04%	281
2022 Q1	$73K	Hold	1,420	–	–	0.03%	288
2021 Q4	$73K	Buy	1,420 +1,195	+531%	+$62.2K	0.03%	293
2021 Q3	$12K	Hold	225	–	–	0.01%	583
2021 Q2	$12K	Hold	225	–	–	0.01%	584
2021 Q1	$12K	Hold	225	–	–	0.01%	571
2020 Q4	$11K	Hold	225	–	–	0.01%	557
2020 Q3	$11K	Hold	225	–	–	0.01%	522
2020 Q2	$11K	Hold	225	–	–	0.01%	495
2020 Q1	$11K	Hold	225	–	–	0.01%	452
2019 Q4	$11K	Buy	+225	New	+$11.1K	0.01%	479

Other funds holding VTIP

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HWA

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

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

Carmichael Hill & Associates's VTIP Position: Q2 2023 in Review

Carmichael Hill & Associates sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 1,195 shares — an estimated $57.1K sold.

Carmichael Hill & Associates first reported a position in VTIP in Q4 2019 and held it in 14 quarters. The position peaked at $73K in Q1 2022. 766 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

Carmichael Hill & Associates reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
Carmichael Hill & Associates sold 1,195 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $57.1K.
Carmichael Hill & Associates first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and held it in 14 quarters.
Carmichael Hill & Associates's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $73K in Q1 2022.
766 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Carmichael Hill & Associates's 13F filing for Q2 2023, filed 4 Aug 2023.