WMR
VTIP icon

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

Wealth Management Resources’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
-12,258
Closed -$580K – 43
2023
Q3 		$580K Sell
12,258
-7,230
-37% -$342K 0.28% 33
2023
Q2 		$924K Sell
19,488
-183,011
-90% -$8.72M 0.54% 24
2023
Q1 		$9.68M Buy
202,499
+2,114
+1% +$99.5K 5.96% 5
2022
Q4 		$9.36M Buy
200,385
+16,332
+9% +$778K 6.07% 5
2022
Q3 		$8.83M Buy
184,053
+5,500
+3% +$272K 5.88% 6
2022
Q2 		$8.95M Buy
178,553
+1,116
+0.6% +$56.5K 5.5% 7
2022
Q1 		$9.09M Buy
177,437
+4,472
+3% +$229K 6.28% 5
2021
Q4 		$8.89M Buy
+172,965
New +$9M 5.72% 7

Other funds holding VTIP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return