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

Prestige Wealth Management 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
2024 Q1	–	Sell	-21	Closed	-$998	–	1048
2023 Q4	$998	Hold	21	–	–	﹤0.01%	860
2023 Q3	$993	Hold	21	–	–	﹤0.01%	884
2023 Q2	$996	Hold	21	–	–	﹤0.01%	909
2023 Q1	$1K	Hold	21	–	–	﹤0.01%	894
2022 Q4	$981	Hold	21	–	–	﹤0.01%	979
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	937
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	939
2022 Q1	$1K	Hold	21	–	–	﹤0.01%	944
2021 Q4	$1K	Hold	21	–	–	﹤0.01%	964
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	950
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	940
2021 Q1	$1K	Hold	21	–	–	﹤0.01%	923
2020 Q4	$1K	Sell	21 -120	-85%	-$6.11K	﹤0.01%	899
2020 Q3	$7K	Buy	+141	New	+$7.15K	﹤0.01%	504

Other funds holding VTIP

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

HWA

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

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

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BSW

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

Prestige Wealth Management Group's VTIP Position: Q1 2024 in Review

Prestige Wealth Management Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 21 shares — an estimated $998 sold.

Prestige Wealth Management Group first reported a position in VTIP in Q3 2020 and held it in 14 quarters. The position peaked at $7K in Q3 2020. 720 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

Prestige Wealth Management Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
Prestige Wealth Management Group sold 21 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $998.
Prestige Wealth Management Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and held it in 14 quarters.
Prestige Wealth Management Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7K in Q3 2020.
720 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Prestige Wealth Management Group's 13F filing for Q1 2024, filed 26 Apr 2024.