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

Liberty 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
2022
Q1 		– Sell
-1,610
Closed -$82.8K – 185
2021
Q4 		$82.8K Sell
1,610
-1,834
-53% -$95.4K 3.59% 8
2021
Q3 		$181K Buy
+3,444
New +$181K 0.06% 179
2020
Q4 		– Sell
-2
Closed – – 1088
2020
Q3 		$0 Hold
2
– – ﹤0.01% 964
2020
Q2 		$0 Hold
2
– – ﹤0.01% 990
2020
Q1 		$0 Sell
2
-47
-96% -$2.31K ﹤0.01% 1000
2019
Q4 		$2K Buy
49
+1
+2% +$49 ﹤0.01% 790
2019
Q3 		$2K Hold
48
– – ﹤0.01% 759
2019
Q2 		$2K Buy
+48
New +$2.35K ﹤0.01% 780

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B 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 $431B AUM 30.22% 1-Year Est. Return