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Toth Financial Advisory’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Toth Financial Advisory’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
Q4 		– Sell
-1,130
Closed -$53.4K – 801
2023
Q3 		$53.4K Hold
1,130
– – 0.01% 264
2023
Q2 		$53.6K Hold
1,130
– – 0.01% 263
2023
Q1 		$54K Hold
1,130
– – 0.01% 265
2022
Q4 		$52.8K Hold
1,130
– – 0.01% 274
2022
Q3 		$54K Hold
1,130
– – 0.01% 267
2022
Q2 		$57K Sell
1,130
-385
-25% -$19.5K 0.01% 254
2022
Q1 		$78K Sell
1,515
-1,470
-49% -$75.4K 0.01% 249
2021
Q4 		$153K Buy
2,985
+2,600
+675% +$135K 0.02% 214
2021
Q3 		$20K Hold
385
– – ﹤0.01% 396
2021
Q2 		$20K Buy
+385
New +$20.1K ﹤0.01% 377

Other funds holding VTIP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return