Richard W. Paul & Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Richard W. Paul & Associates’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	-239	Closed	-$11.3K	–	562
2023 Q2	$11.3K	Buy	239 +3	+1%	+$143	﹤0.01%	307
2023 Q1	$11.3K	Hold	236	–	–	0.01%	311
2022 Q4	$11K	Buy	+236	New	+$11.2K	0.01%	317

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

Richard W. Paul & Associates's VTIP Position: Q3 2023 in Review

Richard W. Paul & Associates sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 239 shares — an estimated $11.3K sold.

Richard W. Paul & Associates first reported a position in VTIP in Q4 2022 and held it in 3 quarters. The position peaked at $11.3K in Q2 2023. 732 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Richard W. Paul & Associates reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Richard W. Paul & Associates sold 239 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $11.3K.
Richard W. Paul & Associates first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 3 quarters.
Richard W. Paul & Associates's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $11.3K in Q2 2023.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Richard W. Paul & Associates's 13F filing for Q3 2023, filed 12 Oct 2023.