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Mayflower Financial Advisors’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
Mayflower Financial 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
2024
Q2
–
Sell
-4,645
Closed
-$222K
–
371
2024
Q1
$222K
Sell
4,645
-1,357
-23%
-$64.6K
0.04%
326
2023
Q4
$285K
Sell
6,002
-3
-0%
-$142
0.04%
273
2023
Q3
$284K
Sell
6,005
-2,848
-32%
-$135K
0.04%
260
2023
Q2
$420K
Sell
8,853
-2,357
-21%
-$112K
0.05%
235
2023
Q1
$536K
Sell
11,210
-58
-0.5%
-$2.73K
0.07%
189
2022
Q4
$526K
Buy
11,268
+1,183
+12%
+$56.4K
0.07%
186
2022
Q3
$485K
Buy
10,085
+2,729
+37%
+$135K
0.08%
191
2022
Q2
$369K
Buy
7,356
+1,723
+31%
+$87.2K
0.06%
228
2022
Q1
$288K
Buy
5,633
+1,605
+40%
+$82.3K
0.04%
281
2021
Q4
$207K
Buy
+4,028
New
+$210K
0.03%
313
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1-Year Est. Return
VA
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$8.42B AUM
14.36%
1-Year Est. Return
CA
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$6.27B AUM
14.78%
1-Year Est. Return
HWA
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$2.56B AUM
19.48%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
EWM
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$6.82B AUM
30.02%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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