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

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWA

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

Outlook Wealth Advisors's VTIP Position: Q4 2022 in Review

Outlook Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 32,523 shares — an estimated $1.56M sold.

Outlook Wealth Advisors first reported a position in VTIP in Q1 2021 and held it in 7 quarters. The position peaked at $2.33M in Q4 2021. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Outlook Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 32,523 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $1.56M.
Outlook Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and held it in 7 quarters.
Outlook Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.33M in Q4 2021.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Outlook Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.