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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-2,640
Closed -$125K – 378
2023
Q4 		$125K Buy
+2,640
New +$125K 0.08% 127

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BSW
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PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VTIP Position: Q1 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 2,640 shares — an estimated $125K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VTIP in Q4 2023 and held it in 1 quarter. The position peaked at $125K in Q4 2023. 719 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 2,640 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $125K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $125K in Q4 2023.
  • 719 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2024, filed 7 Aug 2026.