New England Private Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

New England Private 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 Q4	–	Sell	-5,461	Closed	-$258K	–	130
2023 Q3	$258K	Sell	5,461 -69	-1%	-$3.26K	0.05%	105
2023 Q2	$262K	Buy	5,530 +3	+0.1%	+$143	0.05%	99
2023 Q1	$264K	Hold	5,527	–	–	0.05%	97
2022 Q4	$258K	Buy	5,527 +335	+6%	+$16K	0.05%	93
2022 Q3	$250K	Buy	5,192 +120	+2%	+$5.95K	0.06%	87
2022 Q2	$260K	Hold	5,072	–	–	0.05%	91
2022 Q1	$260K	Hold	5,072	–	–	0.05%	92
2021 Q4	$260K	Buy	5,072 +176	+4%	+$9.16K	0.05%	91
2021 Q3	$257K	Buy	4,896 +44	+0.9%	+$2.31K	0.05%	92
2021 Q2	$255K	Hold	4,852	–	–	0.05%	90
2021 Q1	$250K	Buy	4,852 +9	+0.2%	+$463	0.04%	85
2020 Q4	$248K	Buy	4,843 +58	+1%	+$2.95K	0.05%	77
2020 Q3	$244K	Hold	4,785	–	–	0.06%	75
2020 Q2	$240K	Hold	4,785	–	–	0.07%	74
2020 Q1	$233K	Hold	4,785	–	–	0.08%	69
2019 Q4	$236K	Buy	4,785 +34	+0.7%	+$1.67K	0.06%	68
2019 Q3	$233K	Buy	4,751 +42	+0.9%	+$2.08K	0.06%	139
2019 Q2	$232K	Buy	4,709 +16	+0.3%	+$784	0.06%	141
2019 Q1	$228K	Hold	4,693	–	–	0.06%	140
2018 Q4	$225K	Buy	4,693 +34	+0.7%	+$1.64K	0.07%	125
2018 Q3	$225K	Buy	4,659 +51	+1%	+$2.49K	0.06%	135
2018 Q2	$225K	Buy	4,608 +28	+0.6%	+$1.37K	0.06%	133
2018 Q1	$224K	Buy	4,580 +68	+2%	+$3.31K	0.06%	133
2017 Q4	$220K	Hold	4,512	–	–	0.06%	131
2017 Q3	$223K	Hold	4,512	–	–	0.07%	128
2017 Q2	$222K	Hold	4,512	–	–	0.07%	127
2017 Q1	$223K	Buy	+4,512	New	+$223K	0.07%	120
2016 Q3	–	Sell	-4,478	Closed	-$221K	–	125
2016 Q2	$221K	Hold	4,478	–	–	0.08%	105
2016 Q1	$220K	Hold	4,478	–	–	0.09%	104
2015 Q4	$216K	Buy	+4,478	New	+$217K	0.09%	107

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

New England Private Wealth Advisors's VTIP Position: Q4 2023 in Review

New England Private Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 5,461 shares — an estimated $258K sold.

New England Private Wealth Advisors first reported a position in VTIP in Q4 2015 and held it in 30 quarters. The position peaked at $264K in Q1 2023. 763 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

New England Private Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
New England Private Wealth Advisors sold 5,461 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $258K.
New England Private Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2015 and held it in 30 quarters.
New England Private Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $264K in Q1 2023.
763 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on New England Private Wealth Advisors's 13F filing for Q4 2023, filed 2 Feb 2024.