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IWM
IHT Wealth Management’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
IHT 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
2024
Q1
–
Sell
-5,280
Closed
-$251K
–
1070
2023
Q4
$251K
Sell
5,280
-12
-0.2%
-$568
0.01%
835
2023
Q3
$250K
Buy
5,292
+6
+0.1%
+$284
0.01%
801
2023
Q2
$251K
Sell
5,286
-1,953
-27%
-$93.1K
0.01%
793
2023
Q1
$346K
Buy
7,239
+192
+3%
+$9.04K
0.02%
642
2022
Q4
$329K
Sell
7,047
-2,772
-28%
-$132K
0.02%
616
2022
Q3
$472K
Buy
+9,819
New
+$486K
0.04%
471
2021
Q1
–
Sell
-4,623
Closed
-$236K
–
878
2020
Q4
$236K
Sell
4,623
-236
-5%
-$12K
0.02%
636
2020
Q3
$248K
Sell
4,859
-819
-14%
-$41.5K
0.02%
541
2020
Q2
$285K
Sell
5,678
-40
-0.7%
-$1.99K
0.04%
427
2020
Q1
$279K
Buy
5,718
+212
+4%
+$10.4K
0.04%
407
2019
Q4
$271K
Sell
5,506
-199
-3%
-$9.8K
0.03%
474
2019
Q3
$280K
Buy
5,705
+199
+4%
+$9.83K
0.04%
443
2019
Q2
$272K
Sell
5,506
-160
-3%
-$7.83K
0.04%
421
2019
Q1
$276K
Buy
5,666
+104
+2%
+$5.02K
0.05%
380
2018
Q4
$267K
Hold
5,562
–
–
0.05%
357
2018
Q3
$269K
Buy
+5,562
New
+$272K
0.06%
347
2018
Q2
–
Sell
-1,036
Closed
-$51K
–
1360
2018
Q1
$51K
Hold
1,036
–
–
0.01%
673
2017
Q4
$51K
Hold
1,036
–
–
0.01%
693
2017
Q3
$51K
Hold
1,036
–
–
0.02%
520
2017
Q2
$1
Buy
+1,036
New
+$51.2K
﹤0.01%
1374
Other funds holding VTIP
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
HWA
Heritage Wealth Advisors
Richmond, Virginia
$2.56B AUM
19.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
EWM
Empirical Wealth Management
Seattle, Washington
$5.75B AUM
21.14%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
BSW
Buckingham Strategic Wealth
Clayton, Missouri
$9.66B AUM
15.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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