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

Curi Wealth Management’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 Q3	–	Sell	-541	Closed	-$27K	–	684
2022 Q2	$27K	Hold	541	–	–	0.01%	280
2022 Q1	$27K	Hold	541	–	–	﹤0.01%	261
2021 Q4	$27K	Buy	+541	New	+$28.2K	﹤0.01%	224
2021 Q1	–	Sell	-541	Closed	-$27K	–	478
2020 Q4	$27K	Buy	+541	New	+$27.5K	0.02%	192

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Curi Wealth Management's VTIP Position: Q3 2022 in Review

Curi Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2022, closing a stake of 541 shares — an estimated $27K sold.

Curi Wealth Management first reported a position in VTIP in Q4 2020 and held it in 4 quarters. The position peaked at $27K in Q2 2022. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

Curi Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 541 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $27K.
Curi Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $27K in Q2 2022.
784 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.