Vanguard Capital Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio TIP Stock Details TIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,424	Closed	-$426K	–	154
2022 Q1	$426K	Buy	3,424 +2	+0.1%	+$252	0.3%	83
2021 Q4	$442K	Buy	+3,422	New	+$441K	0.32%	76
2020 Q2	$215K	Buy	+1,755	New	+$213K	0.25%	97
2019 Q4	–	Sell	-2,254	Closed	-$262K	–	139
2019 Q3	$262K	Buy	2,254 +12	+0.5%	+$1.39K	0.31%	94
2019 Q2	$258K	Sell	2,242 -187	-8%	-$21.3K	0.31%	88
2019 Q1	$274K	Sell	2,429 -250	-9%	-$27.7K	0.34%	84
2018 Q4	$293K	Sell	2,679 -3,303	-55%	-$361K	0.44%	69
2018 Q3	$661K	Sell	5,982 -455	-7%	-$50.8K	0.75%	38
2018 Q2	$726K	Buy	6,437 +2,463	+62%	+$276K	0.96%	32
2018 Q1	$448K	Buy	+3,974	New	+$447K	0.59%	55

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Capital Wealth Advisors's TIP Position: Q2 2022 in Review

Vanguard Capital Wealth Advisors sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 3,424 shares — an estimated $426K sold.

Vanguard Capital Wealth Advisors first reported a position in TIP in Q1 2018 and held it in 10 quarters. The position peaked at $726K in Q2 2018. 1,291 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

Vanguard Capital Wealth Advisors reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 3,424 iShares TIPS Bond ETF shares in Q2 2022, an estimated $426K.
Vanguard Capital Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q1 2018 and held it in 10 quarters.
Vanguard Capital Wealth Advisors's iShares TIPS Bond ETF position peaked at $726K in Q2 2018.
1,291 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.