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

Smith Salley Wealth Management’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 Q2	–	Sell	-9,277	Closed	-$475K	–	248
2022 Q1	$475K	Sell	9,277 -235	-2%	-$12.1K	0.04%	184
2021 Q4	$489K	Sell	9,512 -469	-5%	-$24.4K	0.03%	184
2021 Q3	$525K	Sell	9,981 -226	-2%	-$11.9K	0.04%	182
2021 Q2	$535K	Sell	10,207 -1,340	-12%	-$69.8K	0.04%	181
2021 Q1	$595K	Buy	11,547 +15	+0.1%	+$771	0.05%	161
2020 Q4	$589K	Buy	+11,532	New	+$587K	0.06%	143

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Smith Salley Wealth Management's VTIP Position: Q2 2022 in Review

Smith Salley Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2022, closing a stake of 9,277 shares — an estimated $475K sold.

Smith Salley Wealth Management first reported a position in VTIP in Q4 2020 and held it in 6 quarters. The position peaked at $595K in Q1 2021. 807 funds tracked by Wall St. Rank hold VTIP as of Q2 2022.

Smith Salley Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2022 after selling out during the quarter.
Smith Salley Wealth Management sold 9,277 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2022, an estimated $475K.
Smith Salley Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 6 quarters.
Smith Salley Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $595K in Q1 2021.
807 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2022.

Based on Smith Salley Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.