CT
VTIP icon

Colonial Trust’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Colonial Trust’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
2024
Q4 		– Sell
-509
Closed -$25.1K – 1362
2024
Q3 		$25.1K Sell
509
-3,730
-88% -$182K ﹤0.01% 672
2024
Q2 		$206K Sell
4,239
-2
-0% -$96 0.04% 271
2024
Q1 		$203K Hold
4,241
– – 0.04% 267
2023
Q4 		$201K Buy
4,241
+45
+1% +$2.13K 0.04% 264
2023
Q3 		$198K Sell
4,196
-33
-0.8% -$1.56K 0.05% 229
2023
Q2 		$201K Sell
4,229
-24
-0.6% -$1.14K 0.05% 231
2023
Q1 		$203K Buy
4,253
+1,108
+35% +$52.2K 0.05% 228
2022
Q4 		$147K Buy
+3,145
New +$150K 0.04% 247

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return