Lokken Investment Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Lokken Investment Group’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 Q1	–	Sell	-5,948	Closed	-$278K	–	139
2022 Q4	$278K	Sell	5,948 -102	-2%	-$4.86K	0.22%	97
2022 Q3	$291K	Sell	6,050 -4,443	-42%	-$220K	0.25%	87
2022 Q2	$526K	Sell	10,493 -986	-9%	-$49.9K	0.43%	51
2022 Q1	$582K	Sell	11,479 -1,486	-11%	-$76.2K	0.46%	48
2021 Q4	$666K	Sell	12,965 -428	-3%	-$22.3K	0.48%	43
2021 Q3	$704K	Buy	+13,393	New	+$703K	0.56%	41

Other funds holding VTIP

Morgan Stanley New York $1.89T AUM 35.08% 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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

HWA

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

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

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

EWM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lokken Investment Group's VTIP Position: Q1 2023 in Review

Lokken Investment Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 5,948 shares — an estimated $278K sold.

Lokken Investment Group first reported a position in VTIP in Q3 2021 and held it in 6 quarters. The position peaked at $704K in Q3 2021. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Lokken Investment Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
Lokken Investment Group sold 5,948 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $278K.
Lokken Investment Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and held it in 6 quarters.
Lokken Investment Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $704K in Q3 2021.
776 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Lokken Investment Group's 13F filing for Q1 2023, filed 9 May 2023.