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

Tradition 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
2023 Q3	–	Sell	-495	Closed	-$23K	–	1409
2023 Q2	$23K	Hold	495	–	–	﹤0.01%	849
2023 Q1	$24K	Sell	495 -64	-11%	-$3.01K	﹤0.01%	797
2022 Q4	$26K	Hold	559	–	–	﹤0.01%	694
2022 Q3	$27K	Hold	559	–	–	﹤0.01%	685
2022 Q2	$28K	Hold	559	–	–	﹤0.01%	588
2022 Q1	$29K	Hold	559	–	–	﹤0.01%	637
2021 Q4	$29K	Hold	559	–	–	﹤0.01%	655
2021 Q3	$29K	Hold	559	–	–	﹤0.01%	649
2021 Q2	$29K	Buy	559 +285	+104%	+$14.9K	﹤0.01%	672
2021 Q1	$14K	Hold	274	–	–	﹤0.01%	714
2020 Q4	$14K	Buy	+274	New	+$13.9K	﹤0.01%	665

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tradition Wealth Management's VTIP Position: Q3 2023 in Review

Tradition Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 495 shares — an estimated $23K sold.

Tradition Wealth Management first reported a position in VTIP in Q4 2020 and held it in 11 quarters. The position peaked at $29K in Q1 2022. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Tradition Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Tradition Wealth Management sold 495 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $23K.
Tradition Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 11 quarters.
Tradition Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $29K in Q1 2022.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.