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McAdam LLC’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

McAdam LLC’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
-4,904
Closed -$236K – 233
2022
Q3 		$236K Buy
+4,904
New +$243K 0.03% 196

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $666B AUM 30.12% 1-Year Est. Return

McAdam LLC's VTIP Position: Q4 2022 in Review

McAdam LLC sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 4,904 shares — an estimated $236K sold.

McAdam LLC first reported a position in VTIP in Q3 2022 and held it in 1 quarter. The position peaked at $236K in Q3 2022. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

  • McAdam LLC reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
  • McAdam LLC sold 4,904 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $236K.
  • McAdam LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and held it in 1 quarter.
  • McAdam LLC's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $236K in Q3 2022.
  • 812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on McAdam LLC's 13F filing for Q4 2022, filed 27 Jan 2023.