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

GoalFusion 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
Q3 		– Sell
-6,018
Closed -$292K – 32
2024
Q2 		$292K Sell
6,018
-37,068
-86% -$1.78M 0.18% 24
2024
Q1 		$2.06M Sell
43,086
-3,167
-7% -$151K 1.31% 13
2023
Q4 		$2.2M Sell
46,253
-762
-2% -$36.1K 1.5% 12
2023
Q3 		$2.22M Buy
47,015
+7,142
+18% +$337K 1.65% 12
2023
Q2 		$1.89M Buy
39,873
+2,099
+6% +$100K 1.39% 12
2023
Q1 		$1.81M Buy
37,774
+31,184
+473% +$1.47M 1.42% 12
2022
Q4 		$310K Buy
+6,590
New +$314K 0.25% 17

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return