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

Tyler-Stone 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
2024
Q3 		– Sell
-248
Closed -$12.1K – 933
2024
Q2 		$12.1K Hold
248
– – 0.01% 626
2024
Q1 		$11.9K Hold
248
– – 0.01% 628
2023
Q4 		$11.8K Buy
248
+5
+2% +$237 0.01% 609
2023
Q3 		$11K Buy
243
+2
+0.8% +$95 0.01% 602
2023
Q2 		$11K Buy
+241
New +$11.5K 0.01% 600
2022
Q4 		$11K Buy
241
+10
+4% +$477 0.01% 549
2022
Q3 		$11K Buy
231
+3
+1% +$149 0.01% 530
2022
Q2 		$11K Buy
228
+2
+0.9% +$101 0.01% 542
2022
Q1 		$12K Hold
226
– – 0.01% 549
2021
Q4 		$12K Buy
+226
New +$11.8K 0.01% 583

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 $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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return