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

Significant Wealth Partners’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
2024
Q1 		– Sell
-9,461
Closed -$449K – 199
2023
Q4 		$449K Buy
+9,461
New +$448K 0.33% 89

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VA
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HWA
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Bank of America
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Betterment LLC
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EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Significant Wealth Partners's VTIP Position: Q1 2024 in Review

Significant Wealth Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 9,461 shares — an estimated $449K sold.

Significant Wealth Partners first reported a position in VTIP in Q4 2023 and held it in 1 quarter. The position peaked at $449K in Q4 2023. 718 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

  • Significant Wealth Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 9,461 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $449K.
  • Significant Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $449K in Q4 2023.
  • 718 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.