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

Watershed Private Wealth’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 Q1	–	Sell	-25,364	Closed	-$1.2M	–	130
2023 Q4	$1.2M	Sell	25,364 -1,853	-7%	-$87.8K	0.67%	39
2023 Q3	$1.29M	Sell	27,217 -1,326	-5%	-$62.7K	0.79%	36
2023 Q2	$1.35M	Buy	28,543 +2,890	+11%	+$138K	0.82%	34
2023 Q1	$1.23M	Buy	25,653 +970	+4%	+$45.7K	0.83%	39
2022 Q4	$1.15M	Buy	+24,683	New	+$1.18M	0.88%	37

Other funds holding VTIP

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 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

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Watershed Private Wealth's VTIP Position: Q1 2024 in Review

Watershed Private Wealth sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 25,364 shares — an estimated $1.2M sold.

Watershed Private Wealth first reported a position in VTIP in Q4 2022 and held it in 5 quarters. The position peaked at $1.35M in Q2 2023. 720 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

Watershed Private Wealth reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
Watershed Private Wealth sold 25,364 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $1.2M.
Watershed Private Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 5 quarters.
Watershed Private Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.35M in Q2 2023.
720 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Watershed Private Wealth's 13F filing for Q1 2024, filed 7 May 2024.