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

Wells 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	-2,900	Closed	-$137K	–	66
2023 Q3	$137K	Hold	2,900	–	–	0.11%	43
2023 Q2	$138K	Hold	2,900	–	–	0.1%	43
2023 Q1	$139K	Hold	2,900	–	–	0.11%	45
2022 Q4	$135K	Hold	2,900	–	–	0.11%	45
2022 Q3	$140K	Buy	+2,900	New	+$144K	0.14%	40

Other funds holding VTIP

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

EWM

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

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

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

Wells Financial Advisors's VTIP Position: Q4 2023 in Review

Wells Financial Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 2,900 shares — an estimated $137K sold.

Wells Financial Advisors first reported a position in VTIP in Q3 2022 and held it in 5 quarters. The position peaked at $140K in Q3 2022. 761 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Wells Financial Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
Wells Financial Advisors sold 2,900 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $137K.
Wells Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and held it in 5 quarters.
Wells Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $140K in Q3 2022.
761 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Wells Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.