Walkner Condon Financial Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Walkner Condon Financial Advisors’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	-7,251	Closed	-$343K	–	278
2023 Q3	$343K	Sell	7,251 -551	-7%	-$26K	0.09%	171
2023 Q2	$370K	Sell	7,802 -1,302	-14%	-$62.1K	0.1%	160
2023 Q1	$435K	Hold	9,104	–	–	0.12%	143
2022 Q4	$425K	Sell	9,104 -2,296	-20%	-$109K	0.13%	141
2022 Q3	$548K	Sell	11,400 -851	-7%	-$42.2K	0.18%	108
2022 Q2	$614K	Buy	12,251 +5,326	+77%	+$269K	0.19%	106
2022 Q1	$355K	Sell	6,925 -2,600	-27%	-$133K	0.1%	161
2021 Q4	$490K	Sell	9,525 -1	-0%	-$52	0.32%	76
2021 Q3	$500K	Buy	9,526 +7	+0.1%	+$367	0.25%	83
2021 Q2	$498K	Buy	9,519 +8	+0.1%	+$417	0.18%	100
2021 Q1	$490K	Buy	9,511 +99	+1%	+$5.09K	0.19%	99
2020 Q4	$481K	Buy	9,412 +3,357	+55%	+$171K	0.21%	84
2020 Q3	$309K	Buy	+6,055	New	+$307K	0.17%	100

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

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

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

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

HWA

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

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

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Walkner Condon Financial Advisors's VTIP Position: Q4 2023 in Review

Walkner Condon Financial Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 7,251 shares — an estimated $343K sold.

Walkner Condon Financial Advisors first reported a position in VTIP in Q3 2020 and held it in 13 quarters. The position peaked at $614K in Q2 2022. 764 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Walkner Condon Financial Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
Walkner Condon Financial Advisors sold 7,251 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $343K.
Walkner Condon Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and held it in 13 quarters.
Walkner Condon Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $614K in Q2 2022.
764 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Walkner Condon Financial Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.