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PP
PrairieView Partners’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
PrairieView Partners’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
Q3
–
Sell
-181
Closed
-$8K
–
473
2023
Q2
$8K
Sell
181
-85
-32%
-$4.05K
﹤0.01%
339
2023
Q1
$12K
Sell
266
-155
-37%
-$7.3K
﹤0.01%
293
2022
Q4
$19K
Sell
421
-123
-23%
-$5.86K
﹤0.01%
271
2022
Q3
$26K
Sell
544
-7
-1%
-$347
﹤0.01%
232
2022
Q2
$28K
Buy
551
+36
+7%
+$1.82K
﹤0.01%
240
2022
Q1
$26K
Sell
515
-13
-2%
-$667
﹤0.01%
257
2021
Q4
$27K
Buy
528
+33
+7%
+$1.72K
﹤0.01%
264
2021
Q3
$26K
Buy
495
+19
+4%
+$997
﹤0.01%
216
2021
Q2
$25K
Buy
476
+37
+8%
+$1.93K
﹤0.01%
210
2021
Q1
$23K
Buy
439
+30
+7%
+$1.54K
﹤0.01%
215
2020
Q4
$21K
Buy
+409
New
+$20.8K
﹤0.01%
204
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
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
HWA
Heritage Wealth Advisors
Richmond, Virginia
$2.56B AUM
19.48%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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