GA
VTIP icon

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

GoalVest 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
2022
Q4 		– Sell
-47
Closed -$2K – 273
2022
Q3 		$2K Buy
+47
New +$2.33K ﹤0.01% 233
2022
Q2 		– Sell
-32
Closed -$2K – 543
2022
Q1 		$2K Buy
+32
New +$1.64K ﹤0.01% 297
2021
Q2 		$2K Buy
+32
New +$1.67K ﹤0.01% 231

Other funds holding VTIP

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
GWA
Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GoalVest Advisory's VTIP Position: Q4 2022 in Review

GoalVest Advisory sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 47 shares — an estimated $2K sold.

GoalVest Advisory first reported a position in VTIP in Q2 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

  • GoalVest Advisory reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
  • GoalVest Advisory sold 47 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $2K.
  • GoalVest Advisory first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 3 quarters.
  • GoalVest Advisory's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2K in Q3 2022.
  • 812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on GoalVest Advisory's 13F filing for Q4 2022, filed 6 Jan 2023.