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

Peninsula Wealth’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 Q1	–	Sell	-5,609	Closed	-$266K	–	97
2023 Q4	$266K	Hold	5,609	–	–	0.06%	81
2023 Q3	$264K	Hold	5,609	–	–	0.06%	72
2023 Q2	$266K	Hold	5,609	–	–	0.07%	67
2023 Q1	$268K	Hold	5,609	–	–	0.08%	64
2022 Q4	$262K	Hold	5,609	–	–	0.08%	62
2022 Q3	$270K	Hold	5,609	–	–	0.1%	54
2022 Q2	$281K	Hold	5,609	–	–	0.1%	51
2022 Q1	$287K	Hold	5,609	–	–	0.08%	54
2021 Q4	$288K	Buy	+5,609	New	+$292K	0.08%	56
2020 Q4	–	Sell	-5,609	Closed	-$286K	–	54
2020 Q3	$286K	Buy	+5,609	New	+$285K	0.12%	44

Other funds holding VTIP

SEI Investments

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

Fidelity Investments

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

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

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

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

Bank of America

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

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

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return