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

Keystone Wealth Partners’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
Q1 		– Sell
-18,803
Closed -$966K – 36
2021
Q4 		$966K Buy
+18,803
New +$979K 0.43% 20

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Bank of America
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JP Morgan Chase
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Keystone Wealth Partners's VTIP Position: Q1 2022 in Review

Keystone Wealth Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2022, closing a stake of 18,803 shares — an estimated $966K sold.

Keystone Wealth Partners first reported a position in VTIP in Q4 2021 and held it in 1 quarter. The position peaked at $966K in Q4 2021. 786 funds tracked by Wall St. Rank hold VTIP as of Q1 2022.

  • Keystone Wealth Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2022 after selling out during the quarter.
  • Keystone Wealth Partners sold 18,803 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2022, an estimated $966K.
  • Keystone Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 1 quarter.
  • Keystone Wealth Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $966K in Q4 2021.
  • 786 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.