Newbridge Financial Services Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Newbridge Financial Services Group’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 Q3	–	Sell	-13	Closed	-$631	–	1102
2024 Q2	$631	Hold	13	–	–	﹤0.01%	1012
2024 Q1	$623	Hold	13	–	–	﹤0.01%	1081
2023 Q4	$617	Hold	13	–	–	﹤0.01%	1041
2023 Q3	$615	Hold	13	–	–	﹤0.01%	1190
2023 Q2	$616	Hold	13	–	–	﹤0.01%	1250
2023 Q1	$622	Hold	13	–	–	﹤0.01%	1313
2022 Q4	$607	Sell	13 -96	-88%	-$4.57K	﹤0.01%	1348
2022 Q3	$5K	Hold	109	–	–	﹤0.01%	1058
2022 Q2	$5K	Buy	+109	New	+$5.51K	﹤0.01%	1030

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

EWM

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

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

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

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

Newbridge Financial Services Group's VTIP Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 13 shares — an estimated $631 sold.

Newbridge Financial Services Group first reported a position in VTIP in Q2 2022 and held it in 9 quarters. The position peaked at $5K in Q3 2022. 701 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

Newbridge Financial Services Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 13 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $631.
Newbridge Financial Services Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and held it in 9 quarters.
Newbridge Financial Services Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5K in Q3 2022.
701 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.