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TAP Consulting’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

TAP Consulting’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
Q3 		– Sell
-6,612
Closed -$321K – 164
2024
Q2 		$321K Sell
6,612
-49,228
-88% -$2.37M 0.07% 136
2024
Q1 		$2.67M Sell
55,840
-62,804
-53% -$2.99M 0.59% 49
2023
Q4 		$5.63M Sell
118,644
-117,475
-50% -$5.56M 1.34% 19
2023
Q3 		$11.2M Buy
236,119
+14,639
+7% +$692K 2.87% 6
2023
Q2 		$10.5M Sell
221,480
-10,933
-5% -$521K 2.58% 6
2023
Q1 		$11.1M Buy
232,413
+3,903
+2% +$184K 2.72% 7
2022
Q4 		$10.7M Buy
228,510
+20,679
+10% +$985K 2.8% 5
2022
Q3 		$10M Buy
207,831
+6,609
+3% +$327K 2.68% 4
2022
Q2 		$10.1M Buy
+201,222
New +$10.2M 2.8% 5

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return