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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,221
Closed -$59K 715
2022
Q3
$59K Sell
1,221
-85
-7% -$4.21K 0.03% 279
2022
Q2
$65K Buy
1,306
+864
+195% +$43.7K 0.02% 279
2022
Q1
$23K Buy
+442
New +$22.7K 0.01% 427

Other funds holding VTIP

Selective Wealth Management's VTIP Position: Q4 2022 in Review

Selective Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 1,221 shares — an estimated $59K sold.

Selective Wealth Management first reported a position in VTIP in Q1 2022 and held it in 3 quarters. The position peaked at $65K in Q2 2022. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

  • Selective Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,221 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $59K.
  • Selective Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $65K in Q2 2022.
  • 812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.