SW
VTIP icon

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

StrongBox Wealth’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
Q4 		– Sell
-6,175
Closed -$304K – 95
2024
Q3 		$304K Sell
6,175
-5,599
-48% -$273K 0.13% 74
2024
Q2 		$572K Buy
11,774
+2,437
+26% +$117K 0.27% 52
2024
Q1 		$447K Sell
9,337
-10,783
-54% -$513K 0.24% 55
2023
Q4 		$955K Sell
20,120
-28,065
-58% -$1.33M 0.56% 45
2023
Q3 		$2.28M Sell
48,185
-2,955
-6% -$140K 1.45% 26
2023
Q2 		$2.43M Sell
51,140
-4,576
-8% -$218K 1.53% 25
2023
Q1 		$2.66M Sell
55,716
-5,910
-10% -$278K 1.79% 18
2022
Q4 		$2.88M Sell
61,626
-37,469
-38% -$1.79M 2.04% 17
2022
Q3 		$4.77M Buy
99,095
+9,046
+10% +$448K 3.46% 4
2022
Q2 		$4.51M Buy
90,049
+18,228
+25% +$922K 2.92% 7
2022
Q1 		$3.68M Buy
71,821
+60,956
+561% +$3.13M 2.1% 14
2021
Q4 		$558K Buy
+10,865
New +$565K 0.28% 63

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return