GPS Wealth Strategies Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

GPS Wealth Strategies Group’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
2023 Q4	–	Sell	-24	Closed	-$1.14K	–	1313
2023 Q3	$1.14K	Hold	24	–	–	﹤0.01%	1168
2023 Q2	$1.14K	Hold	24	–	–	﹤0.01%	1151
2023 Q1	$1.15K	Buy	+24	New	+$1.13K	﹤0.01%	1154
2022 Q4	–	Sell	-24	Closed	-$1K	–	1063
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	1113
2022 Q2	$1K	Buy	24 +15	+167%	+$759	﹤0.01%	1091
2022 Q1	$0	Hold	9	–	–	﹤0.01%	1154
2021 Q4	$0	Buy	+9	New	+$468	﹤0.01%	1115
2021 Q3	–	Sell	-18	Closed	-$1K	–	1077
2021 Q2	$1K	Buy	+18	New	+$938	﹤0.01%	1017

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GPS Wealth Strategies Group's VTIP Position: Q4 2023 in Review

GPS Wealth Strategies Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 24 shares — an estimated $1.14K sold.

GPS Wealth Strategies Group first reported a position in VTIP in Q2 2021 and held it in 8 quarters. The position peaked at $1.15K in Q1 2023. 764 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

GPS Wealth Strategies Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
GPS Wealth Strategies Group sold 24 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $1.14K.
GPS Wealth Strategies Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 8 quarters.
GPS Wealth Strategies Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.15K in Q1 2023.
764 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2023, filed 12 Jan 2024.