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NF
Nikulski Financial’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
Nikulski Financial’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
Q2
–
Sell
-19,158
Closed
-$917K
–
133
2024
Q1
$917K
Sell
19,158
-625
-3%
-$29.8K
0.3%
75
2023
Q4
$940K
Sell
19,783
-1,850
-9%
-$87.6K
0.34%
74
2023
Q3
$1.02M
Sell
21,633
-2,337
-10%
-$110K
0.42%
59
2023
Q2
$1.14M
Sell
23,970
-3,015
-11%
-$144K
0.47%
52
2023
Q1
$1.29M
Sell
26,985
-1,490
-5%
-$70.2K
0.57%
45
2022
Q4
$1.33M
Buy
28,475
+175
+0.6%
+$8.34K
0.63%
43
2022
Q3
$1.36M
Sell
28,300
-75
-0.3%
-$3.72K
0.7%
41
2022
Q2
$1.42M
Buy
28,375
+535
+2%
+$27.1K
0.71%
39
2022
Q1
$1.43M
Sell
27,840
-785
-3%
-$40.3K
0.6%
41
2021
Q4
$1.47M
Buy
28,625
+600
+2%
+$31.2K
0.62%
42
2021
Q3
$1.47M
Buy
28,025
+6,975
+33%
+$366K
0.68%
42
2021
Q2
$1.1M
Buy
21,050
+10,834
+106%
+$565K
0.51%
52
2021
Q1
$527K
Buy
10,216
+3,251
+47%
+$167K
0.27%
74
2020
Q4
$356K
Buy
6,965
+1,390
+25%
+$70.7K
0.2%
87
2020
Q3
$284K
Buy
+5,575
New
+$283K
0.18%
93
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41.92%
1-Year Est. Return
VA
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$8.42B AUM
14.36%
1-Year Est. Return
CA
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$6.27B AUM
14.78%
1-Year Est. Return
HWA
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$2.56B AUM
19.48%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
EWM
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$6.82B AUM
30.02%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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