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

Keystone Wealth Services’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 Q2	–	Sell	-4,577	Closed	-$219K	–	212
2023 Q1	$219K	Sell	4,577 -16,553	-78%	-$779K	0.09%	178
2022 Q4	$987K	Sell	21,130 -161,117	-88%	-$7.68M	0.43%	54
2022 Q3	$8.77M	Sell	182,247 -41,045	-18%	-$2.03M	4.14%	4
2022 Q2	$11.2M	Buy	223,292 +72,716	+48%	+$3.68M	5.01%	2
2022 Q1	$7.71M	Buy	150,576 +37,025	+33%	+$1.9M	3.06%	5
2021 Q4	$5.84M	Buy	+113,551	New	+$5.91M	2.37%	9

Other funds holding VTIP

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

HWA

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

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Keystone Wealth Services's VTIP Position: Q2 2023 in Review

Keystone Wealth Services sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 4,577 shares — an estimated $219K sold.

Keystone Wealth Services first reported a position in VTIP in Q4 2021 and held it in 6 quarters. The position peaked at $11.2M in Q2 2022. 765 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

Keystone Wealth Services reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
Keystone Wealth Services sold 4,577 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $219K.
Keystone Wealth Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 6 quarters.
Keystone Wealth Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $11.2M in Q2 2022.
765 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Keystone Wealth Services's 13F filing for Q2 2023, filed 20 Jul 2023.