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

Outlook 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
2022
Q4 		– Sell
-32,523
Closed -$1.56M – 203
2022
Q3 		$1.56M Sell
32,523
-2,474
-7% -$123K 0.7% 34
2022
Q2 		$1.75M Sell
34,997
-9,872
-22% -$499K 0.72% 33
2022
Q1 		$2.3M Sell
44,869
-538
-1% -$27.6K 0.77% 24
2021
Q4 		$2.33M Buy
45,407
+15,430
+51% +$803K 0.69% 30
2021
Q3 		$1.58M Sell
29,977
-240
-0.8% -$12.6K 0.52% 47
2021
Q2 		$1.58M Buy
30,217
+6,993
+30% +$364K 0.51% 50
2021
Q1 		$1.2M Buy
+23,224
New +$1.19M 0.42% 60

Other funds holding VTIP

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
GWA
Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return