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

Carolinas Wealth Consulting’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
2022 Q4	–	Sell	-1	Closed	–	–	1105
2022 Q3	$0	Hold	1	–	–	﹤0.01%	945
2022 Q2	$0	Hold	1	–	–	﹤0.01%	956
2022 Q1	$0	Sell	1 -57,329	-100%	-$2.94M	﹤0.01%	1017
2021 Q4	$2.95M	Buy	57,330 +7,108	+14%	+$370K	0.64%	33
2021 Q3	$2.64M	Sell	50,222 -1,307	-3%	-$68.6K	0.62%	34
2021 Q2	$2.7M	Buy	51,529 +19,392	+60%	+$1.01M	0.59%	35
2021 Q1	$1.66M	Buy	+32,137	New	+$1.65M	0.4%	38

Other funds holding VTIP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

Carolinas Wealth Consulting's VTIP Position: Q4 2022 in Review

Carolinas Wealth Consulting sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 1 share.

Carolinas Wealth Consulting first reported a position in VTIP in Q1 2021 and held it in 7 quarters. The position peaked at $2.95M in Q4 2021. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Carolinas Wealth Consulting reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
Carolinas Wealth Consulting sold 1 Vanguard Short-Term Inflation-Protected Securities Index Fund share in Q4 2022.
Carolinas Wealth Consulting first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and held it in 7 quarters.
Carolinas Wealth Consulting's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.95M in Q4 2021.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.