Global Assets Advisory’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Global Assets Advisory’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 Q2	–	Sell	-280	Closed	-$13.4K	–	512
2024 Q1	$13.4K	Buy	+280	New	+$13.3K	0.01%	505
2023 Q1	–	Sell	-14,441	Closed	-$675K	–	160
2022 Q4	$675K	Sell	14,441 -242	-2%	-$11.5K	0.71%	36
2022 Q3	$701K	Buy	+14,683	New	+$727K	0.71%	38

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

HWA

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

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

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

EWM

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

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

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

Global Assets Advisory's VTIP Position: Q2 2024 in Review

Global Assets Advisory sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2024, closing a stake of 280 shares — an estimated $13.4K sold.

Global Assets Advisory first reported a position in VTIP in Q3 2022 and held it in 3 quarters. The position peaked at $701K in Q3 2022. 730 funds tracked by Wall St. Rank hold VTIP as of Q2 2024.

Global Assets Advisory reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2024 after selling out during the quarter.
Global Assets Advisory sold 280 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2024, an estimated $13.4K.
Global Assets Advisory first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and held it in 3 quarters.
Global Assets Advisory's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $701K in Q3 2022.
730 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.