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

WESPAC 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 Q1	–	Sell	-5,581	Closed	-$261K	–	132
2022 Q4	$261K	Sell	5,581 -753	-12%	-$35.9K	0.45%	52
2022 Q3	$305K	Buy	+6,334	New	+$314K	0.41%	65
2022 Q2	–	Sell	-5,709	Closed	-$292K	–	128
2022 Q1	$292K	Hold	5,709	–	–	0.32%	88
2021 Q4	$293K	Hold	5,709	–	–	0.2%	125
2021 Q3	$300K	Buy	5,709 +1,517	+36%	+$79.6K	0.19%	134
2021 Q2	$220K	Buy	+4,192	New	+$218K	0.42%	93

Other funds holding VTIP

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

HWA

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

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

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

EWM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WESPAC Advisors's VTIP Position: Q1 2023 in Review

WESPAC Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 5,581 shares — an estimated $261K sold.

WESPAC Advisors first reported a position in VTIP in Q2 2021 and held it in 6 quarters. The position peaked at $305K in Q3 2022. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

WESPAC Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
WESPAC Advisors sold 5,581 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $261K.
WESPAC Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 6 quarters.
WESPAC Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $305K in Q3 2022.
776 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on WESPAC Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.