FLC Capital Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

FLC Capital Advisors’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 Q4	–	Sell	-20,000	Closed	-$962K	–	175
2022 Q3	$962K	Hold	20,000	–	–	0.33%	62
2022 Q2	$1M	Sell	20,000 -3,165	-14%	-$160K	0.33%	65
2022 Q1	$1.19M	Hold	23,165	–	–	0.33%	68
2021 Q4	$1.19M	Buy	23,165 +7,550	+48%	+$393K	0.33%	74
2021 Q3	$821K	Hold	15,615	–	–	0.24%	89
2021 Q2	$818K	Sell	15,615 -1,995	-11%	-$104K	0.24%	88
2021 Q1	$908K	Buy	17,610 +12,532	+247%	+$644K	0.28%	81
2020 Q4	$259K	Buy	+5,078	New	+$258K	0.09%	127

Other funds holding VTIP

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

FLC Capital Advisors's VTIP Position: Q4 2022 in Review

FLC Capital Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 20,000 shares — an estimated $962K sold.

FLC Capital Advisors first reported a position in VTIP in Q4 2020 and held it in 8 quarters. The position peaked at $1.19M in Q4 2021. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

FLC Capital Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
FLC Capital Advisors sold 20,000 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $962K.
FLC Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 8 quarters.
FLC Capital Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.19M in Q4 2021.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on FLC Capital Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.