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

Global Wealth Management Investment 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 Q1	–	Sell	-19	Closed	-$902	–	433
2023 Q4	$902	Hold	19	–	–	﹤0.01%	431
2023 Q3	$898	Hold	19	–	–	﹤0.01%	424
2023 Q2	$901	Buy	+19	New	+$906	﹤0.01%	425
2021 Q2	–	Sell	-263	Closed	-$14K	–	499
2021 Q1	$14K	Buy	263 +260	+8,667%	+$13.4K	0.01%	283
2020 Q4	$0	Hold	3	–	–	﹤0.01%	514
2020 Q3	$0	Hold	3	–	–	﹤0.01%	642
2020 Q2	$0	Sell	3 -6	-67%	-$298	﹤0.01%	692
2020 Q1	$0	Sell	9 -7	-44%	-$344	﹤0.01%	673
2019 Q4	$1K	Sell	16 -8	-33%	-$394	﹤0.01%	584
2019 Q3	$1K	Sell	24 -44	-65%	-$2.17K	﹤0.01%	613
2019 Q2	$3K	Buy	68 +7	+11%	+$343	﹤0.01%	524
2019 Q1	$3K	Buy	+61	New	+$2.94K	﹤0.01%	511

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

Global Wealth Management Investment Advisory's VTIP Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 19 shares — an estimated $902 sold.

Global Wealth Management Investment Advisory first reported a position in VTIP in Q1 2019 and held it in 12 quarters. The position peaked at $14K in Q1 2021. 720 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 19 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $902.
Global Wealth Management Investment Advisory first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2019 and held it in 12 quarters.
Global Wealth Management Investment Advisory's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $14K in Q1 2021.
720 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.