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

Focused 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
2024 Q1	–	Sell	-313	Closed	-$14.8K	–	961
2023 Q4	$14.8K	Buy	313 +7	+2%	+$332	﹤0.01%	480
2023 Q3	$14.5K	Buy	306 +2	+0.7%	+$95	﹤0.01%	471
2023 Q2	$14.4K	Hold	304	–	–	﹤0.01%	483
2023 Q1	$14.5K	Hold	304	–	–	﹤0.01%	487
2022 Q4	$14.2K	Buy	304 +13	+4%	+$619	﹤0.01%	477
2022 Q3	$14K	Buy	291 +4	+1%	+$198	﹤0.01%	450
2022 Q2	$14K	Buy	287 +3	+1%	+$152	﹤0.01%	462
2022 Q1	$15K	Hold	284	–	–	﹤0.01%	494
2021 Q4	$15K	Buy	284 +9	+3%	+$468	﹤0.01%	531
2021 Q3	$14K	Buy	275 +3	+1%	+$157	﹤0.01%	562
2021 Q2	$14K	Buy	+272	New	+$14.2K	﹤0.01%	566
2015 Q4	–	Sell	-180	Closed	-$9K	–	732
2015 Q3	$9K	Buy	+180	New	+$8.72K	0.01%	421

Other funds holding VTIP

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

HWA

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

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

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Focused Wealth Management's VTIP Position: Q1 2024 in Review

Focused Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 313 shares — an estimated $14.8K sold.

Focused Wealth Management first reported a position in VTIP in Q3 2015 and held it in 12 quarters. The position peaked at $15K in Q1 2022. 720 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

Focused Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 313 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $14.8K.
Focused Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2015 and held it in 12 quarters.
Focused Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $15K in Q1 2022.
720 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.