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

Engrave Wealth Partners’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
2020
Q3 		– Sell
-22
Closed -$1K – 416
2020
Q2 		$1K Hold
22
– – ﹤0.01% 438
2020
Q1 		$1K Hold
22
– – ﹤0.01% 405
2019
Q4 		$1K Buy
+22
New +$1.08K ﹤0.01% 421

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Engrave Wealth Partners's VTIP Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2020, closing a stake of 22 shares — an estimated $1K sold.

Engrave Wealth Partners first reported a position in VTIP in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 393 funds tracked by Wall St. Rank hold VTIP as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 22 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2020, an estimated $1K.
  • Engrave Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1K in Q2 2020.
  • 393 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.