Mechanics Financial Corp’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Mechanics Financial Corp’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 Q1	–	Sell	-20	Closed	-$950	–	224
2023 Q4	$950	Sell	20 -725	-97%	-$34.3K	﹤0.01%	210
2023 Q3	$35.2K	Sell	745 -1,840	-71%	-$86.9K	0.02%	153
2023 Q2	$123K	Sell	2,585 -1,938	-43%	-$92.4K	0.07%	128
2023 Q1	$216K	Sell	4,523 -3,668	-45%	-$173K	0.13%	106
2022 Q4	$383K	Sell	8,191 -18,822	-70%	-$897K	0.23%	78
2022 Q3	$1.3M	Sell	27,013 -19,458	-42%	-$964K	0.85%	23
2022 Q2	$2.33M	Buy	46,471 +465	+1%	+$23.5K	1.4%	11
2022 Q1	$2.36M	Buy	46,006 +761	+2%	+$39K	1.21%	15
2021 Q4	$2.33M	Buy	+45,245	New	+$2.35M	1.1%	17

Other funds holding VTIP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

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

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

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

EWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Mechanics Financial Corp's VTIP Position: Q1 2024 in Review

Mechanics Financial Corp sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 20 shares — an estimated $950 sold.

Mechanics Financial Corp first reported a position in VTIP in Q4 2021 and held it in 9 quarters. The position peaked at $2.36M in Q1 2022. 718 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

Mechanics Financial Corp reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
Mechanics Financial Corp sold 20 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $950.
Mechanics Financial Corp first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 9 quarters.
Mechanics Financial Corp's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.36M in Q1 2022.
718 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Mechanics Financial Corp's 13F filing for Q1 2024, filed 3 May 2024.