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

HHM Wealth Advisors’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 Q3	–	Sell	-102	Closed	-$4.84K	–	833
2023 Q2	$4.84K	Hold	102	–	–	﹤0.01%	662
2023 Q1	$4.88K	Hold	102	–	–	﹤0.01%	646
2022 Q4	$4.76K	Hold	102	–	–	﹤0.01%	538
2022 Q3	$5K	Hold	102	–	–	﹤0.01%	544
2022 Q2	$5K	Hold	102	–	–	﹤0.01%	651
2022 Q1	$5K	Hold	102	–	–	﹤0.01%	617
2021 Q4	$5K	Hold	102	–	–	﹤0.01%	584
2021 Q3	$5K	Hold	102	–	–	﹤0.01%	553
2021 Q2	$5K	Hold	102	–	–	﹤0.01%	536
2021 Q1	$5K	Buy	+102	New	+$5.24K	﹤0.01%	500

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HHM Wealth Advisors's VTIP Position: Q3 2023 in Review

HHM Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 102 shares — an estimated $4.84K sold.

HHM Wealth Advisors first reported a position in VTIP in Q1 2021 and held it in 10 quarters. The position peaked at $5K in Q3 2022. 732 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

HHM Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
HHM Wealth Advisors sold 102 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $4.84K.
HHM Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and held it in 10 quarters.
HHM Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5K in Q3 2022.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on HHM Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.