Pinnacle Wealth Management Advisory Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Pinnacle Wealth Management Advisory Group’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	-4,666	Closed	-$224K	–	313
2022 Q3	$224K	Sell	4,666 -207	-4%	-$10.3K	0.04%	242
2022 Q2	$244K	Sell	4,873 -3,000	-38%	-$152K	0.04%	253
2022 Q1	$403K	Buy	7,873 +218	+3%	+$11.2K	0.06%	201
2021 Q4	$393K	Hold	7,655	–	–	0.06%	201
2021 Q3	$402K	Buy	7,655 +500	+7%	+$26.2K	0.09%	158
2021 Q2	$375K	Hold	7,155	–	–	0.09%	163
2021 Q1	$369K	Buy	+7,155	New	+$368K	0.1%	140
2019 Q3	–	Sell	-4,098	Closed	-$202K	–	187
2019 Q2	$202K	Sell	4,098 -1,839	-31%	-$90.1K	0.09%	181
2019 Q1	$289K	Sell	5,937 -16,282	-73%	-$786K	0.13%	144
2018 Q4	$1.06M	Buy	22,219 +3,456	+18%	+$166K	0.58%	54
2018 Q3	$908K	Buy	18,763 +4,620	+33%	+$226K	0.45%	68
2018 Q2	$691K	Buy	14,143 +5,291	+60%	+$259K	0.37%	79
2018 Q1	$433K	Buy	8,852 +624	+8%	+$30.4K	0.25%	95
2017 Q4	$402K	Buy	8,228 +353	+4%	+$17.5K	0.22%	96
2017 Q3	$389K	Buy	7,875 +290	+4%	+$14.3K	0.23%	101
2017 Q2	$373K	Buy	7,585 +2,700	+55%	+$133K	0.23%	100
2017 Q1	$242K	Buy	+4,885	New	+$241K	0.17%	116

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

Goldman Sachs New York $871B AUM 31.28% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Pinnacle Wealth Management Advisory Group's VTIP Position: Q4 2022 in Review

Pinnacle Wealth Management Advisory Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 4,666 shares — an estimated $224K sold.

Pinnacle Wealth Management Advisory Group first reported a position in VTIP in Q1 2017 and held it in 17 quarters. The position peaked at $1.06M in Q4 2018. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Pinnacle Wealth Management Advisory Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 4,666 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $224K.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2017 and held it in 17 quarters.
Pinnacle Wealth Management Advisory Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.06M in Q4 2018.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q4 2022, filed 7 Feb 2023.