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 $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PrairieView Partners's VTIP Position: Q3 2023 in Review

PrairieView Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 181 shares — an estimated $8K sold.

PrairieView Partners first reported a position in VTIP in Q4 2020 and held it in 11 quarters. The position peaked at $28K in Q2 2022. 732 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

PrairieView Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
PrairieView Partners sold 181 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $8K.
PrairieView Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 11 quarters.
PrairieView Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $28K in Q2 2022.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on PrairieView Partners's 13F filing for Q3 2023, filed 23 Oct 2023.