WealthShield Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

WealthShield Partners’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
2021 Q3	–	Sell	-810	Closed	-$42K	–	733
2021 Q2	$42K	Sell	810 -28	-3%	-$1.46K	0.01%	511
2021 Q1	$43K	Sell	838 -7,394	-90%	-$380K	0.01%	485
2020 Q4	$421K	Buy	8,232 +3,072	+60%	+$156K	0.08%	195
2020 Q3	$263K	Buy	+5,160	New	+$262K	0.09%	210

Other funds holding VTIP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthShield Partners's VTIP Position: Q3 2021 in Review

WealthShield Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2021, closing a stake of 810 shares — an estimated $42K sold.

WealthShield Partners first reported a position in VTIP in Q3 2020 and held it in 4 quarters. The position peaked at $421K in Q4 2020. 615 funds tracked by Wall St. Rank hold VTIP as of Q3 2021.

WealthShield Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 810 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2021, an estimated $42K.
WealthShield Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and held it in 4 quarters.
WealthShield Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $421K in Q4 2020.
615 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.