Market Street Wealth Management Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Market Street Wealth Management Advisors’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 Q4	–	Sell	-12,787	Closed	-$615K	–	99
2022 Q3	$615K	Sell	12,787 -11,400	-47%	-$565K	0.2%	66
2022 Q2	$1.21M	Buy	+24,187	New	+$1.22M	0.37%	53
2020 Q3	–	Sell	-8,252	Closed	-$414K	–	44
2020 Q2	$414K	Sell	8,252 -35,214	-81%	-$1.75M	0.38%	36
2020 Q1	$2.12M	Sell	43,466 -40,249	-48%	-$1.98M	2.28%	16
2019 Q4	$4.13M	Sell	83,715 -23,086	-22%	-$1.14M	3.76%	9
2019 Q3	$5.24M	Sell	106,801 -20,976	-16%	-$1.04M	5.09%	7
2019 Q2	$6.3M	Sell	127,777 -40,428	-24%	-$1.98M	6.08%	6
2019 Q1	$8.19M	Sell	168,205 -22,001	-12%	-$1.06M	8.17%	5
2018 Q4	$9.12M	Buy	+190,206	New	+$9.15M	10.18%	3

Other funds holding VTIP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Market Street Wealth Management Advisors's VTIP Position: Q4 2022 in Review

Market Street Wealth Management Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 12,787 shares — an estimated $615K sold.

Market Street Wealth Management Advisors first reported a position in VTIP in Q4 2018 and held it in 9 quarters. The position peaked at $9.12M in Q4 2018. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Market Street Wealth Management Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
Market Street Wealth Management Advisors sold 12,787 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $615K.
Market Street Wealth Management Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and held it in 9 quarters.
Market Street Wealth Management Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.12M in Q4 2018.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Market Street Wealth Management Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.