Empower Advisory Group
VTIP icon

Empower Advisory Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Empower Advisory Group’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
Q3 		– Sell
-4,462
Closed -$212K – 489
2023
Q2 		$212K Sell
4,462
-922
-17% -$44K ﹤0.01% 460
2023
Q1 		$258K Buy
+5,384
New +$254K ﹤0.01% 419

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Betterment LLC
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VA
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Bank of America
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HWA
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UBS Group
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Empower Advisory Group's VTIP Position: Q3 2023 in Review

Empower Advisory Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 4,462 shares — an estimated $212K sold.

Empower Advisory Group first reported a position in VTIP in Q1 2023 and held it in 2 quarters. The position peaked at $258K in Q1 2023. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

  • Empower Advisory Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
  • Empower Advisory Group sold 4,462 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $212K.
  • Empower Advisory Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and held it in 2 quarters.
  • Empower Advisory Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $258K in Q1 2023.
  • 731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Empower Advisory Group's 13F filing for Q3 2023, filed 6 Nov 2023.