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Piscataqua Savings Bank’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Piscataqua Savings Bank’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
2023
Q4 		– Sell
-400
Closed -$18.9K – 357
2023
Q3 		$18.9K Hold
400
– – 0.02% 233
2023
Q2 		$19K Hold
400
– – 0.02% 234
2023
Q1 		$19.1K Buy
+400
New +$18.8K 0.02% 231

Other funds holding VTIP

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Piscataqua Savings Bank's VTIP Position: Q4 2023 in Review

Piscataqua Savings Bank sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 400 shares — an estimated $18.9K sold.

Piscataqua Savings Bank first reported a position in VTIP in Q1 2023 and held it in 3 quarters. The position peaked at $19.1K in Q1 2023. 764 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

  • Piscataqua Savings Bank reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
  • Piscataqua Savings Bank sold 400 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $18.9K.
  • Piscataqua Savings Bank first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and held it in 3 quarters.
  • Piscataqua Savings Bank's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $19.1K in Q1 2023.
  • 764 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Piscataqua Savings Bank's 13F filing for Q4 2023, filed 22 Jan 2024.