Samalin Investment Counsel’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Samalin Investment Counsel’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	-6,294	Closed	-$298K	–	284
2023 Q2	$298K	Buy	+6,294	New	+$300K	0.16%	177
2022 Q3	–	Sell	-8,588	Closed	-$430K	–	244
2022 Q2	$430K	Buy	8,588 +5	+0.1%	+$253	0.3%	102
2022 Q1	$440K	Sell	8,583 -2,473	-22%	-$127K	0.27%	113
2021 Q4	$568K	Sell	11,056 -41	-0.4%	-$2.13K	0.34%	87
2021 Q3	$583K	Buy	11,097 +820	+8%	+$43K	0.38%	76
2021 Q2	$539K	Sell	10,277 -36	-0.3%	-$1.88K	0.35%	92
2021 Q1	$531K	Buy	10,313 +5,977	+138%	+$307K	0.36%	91
2020 Q4	$222K	Buy	+4,336	New	+$221K	0.17%	199

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Samalin Investment Counsel's VTIP Position: Q3 2023 in Review

Samalin Investment Counsel sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 6,294 shares — an estimated $298K sold.

Samalin Investment Counsel first reported a position in VTIP in Q4 2020 and held it in 8 quarters. The position peaked at $583K in Q3 2021. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Samalin Investment Counsel reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Samalin Investment Counsel sold 6,294 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $298K.
Samalin Investment Counsel first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 8 quarters.
Samalin Investment Counsel's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $583K in Q3 2021.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Samalin Investment Counsel's 13F filing for Q3 2023, filed 13 Nov 2023.