Fort Point Capital Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Fort Point Capital 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
2022 Q4	–	Sell	-97,318	Closed	-$4.68M	–	300
2022 Q3	$4.68M	Sell	97,318 -19,321	-17%	-$957K	0.78%	37
2022 Q2	$5.85M	Sell	116,639 -9,006	-7%	-$456K	0.95%	36
2022 Q1	$6.43M	Buy	125,645 +97,353	+344%	+$4.99M	0.9%	32
2021 Q4	$1.45M	Buy	+28,292	New	+$1.47M	0.2%	81

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AWA

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GWA

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fort Point Capital Partners's VTIP Position: Q4 2022 in Review

Fort Point Capital Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 97,318 shares — an estimated $4.68M sold.

Fort Point Capital Partners first reported a position in VTIP in Q4 2021 and held it in 4 quarters. The position peaked at $6.43M in Q1 2022. 813 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Fort Point Capital Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
Fort Point Capital Partners sold 97,318 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $4.68M.
Fort Point Capital Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 4 quarters.
Fort Point Capital Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $6.43M in Q1 2022.
813 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Fort Point Capital Partners's 13F filing for Q4 2022, filed 14 Feb 2023.