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

Greenwich 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
2022 Q4	–	Sell	-19,997	Closed	-$962K	–	251
2022 Q3	$962K	Sell	19,997 -375	-2%	-$18.6K	0.1%	106
2022 Q2	$1.02M	Buy	20,372 +100	+0.5%	+$5.06K	0.14%	110
2022 Q1	$1.04M	Sell	20,272 -250	-1%	-$12.8K	0.11%	110
2021 Q4	$1.05M	Buy	20,522 +11,350	+124%	+$591K	0.09%	108
2021 Q3	$482K	Buy	9,172 +2,472	+37%	+$130K	0.04%	159
2021 Q2	$351K	Buy	6,700 +2,722	+68%	+$142K	0.03%	173
2021 Q1	$205K	Buy	+3,978	New	+$205K	0.02%	192
2017 Q1	–	Sell	-5,909	Closed	-$290K	–	215
2016 Q4	$290K	Buy	+5,909	New	+$292K	0.04%	160

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Greenwich Wealth Management's VTIP Position: Q4 2022 in Review

Greenwich Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 19,997 shares — an estimated $962K sold.

Greenwich Wealth Management first reported a position in VTIP in Q4 2016 and held it in 8 quarters. The position peaked at $1.05M in Q4 2021. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Greenwich Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
Greenwich Wealth Management sold 19,997 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $962K.
Greenwich Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2016 and held it in 8 quarters.
Greenwich Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.05M in Q4 2021.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Greenwich Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.