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

Howard 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
2023 Q3	–	Sell	-4,400	Closed	-$209K	–	101
2023 Q2	$209K	Sell	4,400 -16,930	-79%	-$807K	0.18%	97
2023 Q1	$1.02M	Sell	21,330 -3,725	-15%	-$175K	0.85%	32
2022 Q4	$1.17M	Sell	25,055 -5,558	-18%	-$265K	0.96%	28
2022 Q3	$1.47M	Buy	30,613 +13,328	+77%	+$660K	1.04%	25
2022 Q2	$866K	Sell	17,285 -17,924	-51%	-$907K	0.92%	27
2022 Q1	$1.8M	Buy	35,209 +1,601	+5%	+$82.1K	0.98%	27
2021 Q4	$1.73M	Buy	33,608 +3,811	+13%	+$198K	0.91%	32
2021 Q3	$1.57M	Buy	29,797 +1,848	+7%	+$96.9K	0.88%	36
2021 Q2	$1.46M	Buy	27,949 +3,284	+13%	+$171K	0.81%	37
2021 Q1	$1.27M	Buy	24,665 +5,902	+31%	+$303K	0.74%	37
2020 Q4	$958K	Buy	18,763 +3,501	+23%	+$178K	0.6%	45
2020 Q3	$778K	Buy	+15,262	New	+$774K	0.55%	47
2020 Q1	–	Sell	-137	Closed	-$6K	–	494
2019 Q4	$6K	Buy	+137	New	+$6.75K	0.01%	381

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

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

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

Howard Wealth Management's VTIP Position: Q3 2023 in Review

Howard Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 4,400 shares — an estimated $209K sold.

Howard Wealth Management first reported a position in VTIP in Q4 2019 and held it in 13 quarters. The position peaked at $1.8M in Q1 2022. 732 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Howard Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Howard Wealth Management sold 4,400 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $209K.
Howard Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and held it in 13 quarters.
Howard Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.8M in Q1 2022.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Howard Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.