MWA
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Meridian Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Meridian Wealth 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
2023
Q3 		– Sell
-16,441
Closed -$780K – 187
2023
Q2 		$780K Buy
16,441
+9
+0.1% +$429 0.19% 88
2023
Q1 		$786K Hold
16,432
– – 0.2% 89
2022
Q4 		$768K Buy
16,432
+684
+4% +$32.6K 0.2% 90
2022
Q3 		$758K Buy
15,748
+215
+1% +$10.7K 0.21% 86
2022
Q2 		$779K Buy
15,533
+148
+1% +$7.49K 0.21% 94
2022
Q1 		$788K Buy
15,385
+3,250
+27% +$167K 0.18% 102
2021
Q4 		$624K Buy
12,135
+420
+4% +$21.9K 0.15% 112
2021
Q3 		$616K Buy
11,715
+107
+0.9% +$5.61K 0.17% 106
2021
Q2 		$608K Buy
+11,608
New +$605K 0.17% 108

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return