Clear Perspectives Financial Planning’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Clear Perspectives Financial Planning’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 Q1	–	Sell	-348	Closed	-$16.3K	–	240
2022 Q4	$16.3K	Buy	+348	New	+$16.6K	0.01%	131
2022 Q3	–	Sell	-486,945	Closed	-$24.4M	–	241
2022 Q2	$24.4M	Sell	486,945 -45,918	-9%	-$2.32M	9.52%	4
2022 Q1	$27.3M	Sell	532,863 -104,371	-16%	-$5.35M	10.34%	2
2021 Q4	$32.8M	Buy	637,234 +68,218	+12%	+$3.55M	13.24%	1
2021 Q3	$29.9M	Buy	569,016 +94,893	+20%	+$4.98M	13.55%	1
2021 Q2	$24.8M	Buy	474,123 +45,526	+11%	+$2.37M	12%	1
2021 Q1	$22.1M	Buy	428,597 +307,916	+255%	+$15.8M	12.8%	1
2020 Q4	$6.17M	Buy	+120,681	New	+$6.14M	3.91%	8

Other funds holding VTIP

Morgan Stanley New York $1.66T AUM 25.57% 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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

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

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

EWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Perspectives Financial Planning's VTIP Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 348 shares — an estimated $16.3K sold.

Clear Perspectives Financial Planning first reported a position in VTIP in Q4 2020 and held it in 8 quarters. The position peaked at $32.8M in Q4 2021. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Clear Perspectives Financial Planning reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
Clear Perspectives Financial Planning sold 348 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $16.3K.
Clear Perspectives Financial Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 8 quarters.
Clear Perspectives Financial Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $32.8M in Q4 2021.
776 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.