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Peak Financial Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Peak Financial Management’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
-7,688
Closed -$370K – 73
2022
Q3 		$370K Buy
+7,688
New +$381K 0.15% 51

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Peak Financial Management's VTIP Position: Q4 2022 in Review

Peak Financial Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 7,688 shares — an estimated $370K sold.

Peak Financial Management first reported a position in VTIP in Q3 2022 and held it in 1 quarter. The position peaked at $370K in Q3 2022. 813 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

  • Peak Financial Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
  • Peak Financial Management sold 7,688 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $370K.
  • Peak Financial Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and held it in 1 quarter.
  • Peak Financial Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $370K in Q3 2022.
  • 813 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Peak Financial Management's 13F filing for Q4 2022, filed 30 Jan 2023.