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TWA
TCI Wealth Advisors’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
TCI Wealth Advisors’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
2023
Q2
–
Sell
-5,527
Closed
-$264K
–
2200
2023
Q1
$264K
Sell
5,527
-24,510
-82%
-$1.15M
0.03%
156
2022
Q4
$1.4M
Buy
30,037
+25,860
+619%
+$1.23M
0.19%
50
2022
Q3
$201K
Sell
4,177
-1,687
-29%
-$83.6K
0.03%
161
2022
Q2
$294K
Sell
5,864
-2,113
-26%
-$107K
0.05%
134
2022
Q1
$408K
Sell
7,977
-3,062
-28%
-$157K
0.06%
111
2021
Q4
$567K
Buy
11,039
+10,343
+1,486%
+$538K
0.08%
97
2021
Q3
$37K
Hold
696
–
–
0.01%
494
2021
Q2
$36K
Buy
696
+9
+1%
+$469
0.01%
470
2021
Q1
$35K
Buy
687
+15
+2%
+$771
0.02%
436
2020
Q4
$34K
Buy
672
+20
+3%
+$1.02K
0.02%
402
2020
Q3
$33K
Buy
652
+14
+2%
+$710
0.01%
370
2020
Q2
$32K
Buy
638
+8
+1%
+$398
0.01%
374
2020
Q1
$31K
Sell
630
-19
-3%
-$933
0.02%
391
2019
Q4
$32K
Buy
649
+18
+3%
+$886
0.01%
467
2019
Q3
$31K
Buy
631
+16
+3%
+$791
0.01%
416
2019
Q2
$30K
Buy
615
+49
+9%
+$2.4K
0.01%
401
2019
Q1
$28K
Sell
566
-76
-12%
-$3.67K
0.01%
436
2018
Q4
$31K
Buy
+642
New
+$30.9K
0.02%
400
2018
Q1
–
Sell
-3,856
Closed
-$188K
–
1449
2017
Q4
$188K
Buy
+3,856
New
+$191K
0.08%
159
Other funds holding VTIP
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
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
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
HWA
Heritage Wealth Advisors
Richmond, Virginia
$2.56B AUM
19.48%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
EWM
Empirical Wealth Management
Seattle, Washington
$5.75B AUM
21.14%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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