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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

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

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

Tyler-Stone Wealth Management's VTIP Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 248 shares — an estimated $12.1K sold.

Tyler-Stone Wealth Management first reported a position in VTIP in Q4 2021 and held it in 10 quarters. The position peaked at $12.1K in Q2 2024. 701 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 248 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $12.1K.
Tyler-Stone Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $12.1K in Q2 2024.
701 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.