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 New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

GoalFusion Wealth Management's VTIP Position: Q3 2024 in Review

GoalFusion Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 6,018 shares — an estimated $292K sold.

GoalFusion Wealth Management first reported a position in VTIP in Q4 2022 and held it in 7 quarters. The position peaked at $2.22M in Q3 2023. 700 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

GoalFusion Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
GoalFusion Wealth Management sold 6,018 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $292K.
GoalFusion Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 7 quarters.
GoalFusion Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.22M in Q3 2023.
700 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on GoalFusion Wealth Management's 13F filing for Q3 2024, filed 7 Oct 2024.