WA
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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

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VA
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HWA
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return