PCA
VTIP icon

Providence Capital Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Providence Capital Advisors’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
Q1 		– Sell
-207
Closed -$11K – 519
2021
Q4 		$11K Buy
+207
New +$10.8K ﹤0.01% 224
2021
Q1 		– Sell
-1,325
Closed -$68K – 341
2020
Q4 		$68K Buy
+1,325
New +$67.4K 0.03% 136
2020
Q1 		– Sell
-48
Closed -$2K – 327
2019
Q4 		$2K Hold
48
– – ﹤0.01% 247
2019
Q3 		$2K Buy
+48
New +$2.37K ﹤0.01% 212
2019
Q2 		– Hold
0
– – – 225
2019
Q1 		– Hold
0
– – – 260
2018
Q4 		– Hold
0
– – – 241

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return