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	–	320
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Providence Capital Advisors's VTIP Position: Q1 2022 in Review

Providence Capital Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2022, closing a stake of 207 shares — an estimated $11K sold.

Providence Capital Advisors first reported a position in VTIP in Q3 2019 and held it in 4 quarters. The position peaked at $68K in Q4 2020. 787 funds tracked by Wall St. Rank hold VTIP as of Q1 2022.

Providence Capital Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2022 after selling out during the quarter.
Providence Capital Advisors sold 207 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2022, an estimated $11K.
Providence Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2019 and held it in 4 quarters.
Providence Capital Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $68K in Q4 2020.
787 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2022.

Based on Providence Capital Advisors's 13F filing for Q1 2022, filed 12 May 2022.