Pachira Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Pachira Investments’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 Q3	–	Sell	-167,139	Closed	-$8.38M	–	26
2022 Q2	$8.38M	Buy	167,139 +2,491	+2%	+$126K	12.91%	5
2022 Q1	$8.43M	Sell	164,648 -2,479	-1%	-$127K	6.52%	7
2021 Q4	$8.59M	Sell	167,127 -85,470	-34%	-$4.45M	5.54%	6
2021 Q3	$13.3M	Sell	252,597 -647	-0.3%	-$33.9K	9.45%	3
2021 Q2	$13.3M	Buy	253,244 +73,962	+41%	+$3.85M	9.32%	4
2021 Q1	$9.24M	Buy	+179,282	New	+$9.22M	6.79%	8

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pachira Investments's VTIP Position: Q3 2022 in Review

Pachira Investments sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2022, closing a stake of 167,139 shares — an estimated $8.38M sold.

Pachira Investments first reported a position in VTIP in Q1 2021 and held it in 6 quarters. The position peaked at $13.3M in Q3 2021. 785 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

Pachira Investments reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2022 after selling out during the quarter.
Pachira Investments sold 167,139 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $8.38M.
Pachira Investments first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and held it in 6 quarters.
Pachira Investments's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $13.3M in Q3 2021.
785 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on Pachira Investments's 13F filing for Q3 2022, filed 21 Oct 2022.