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Wilbanks Smith & Thomas Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q3 		– Sell
-4,512
Closed -$214K – 528
2023
Q2 		$214K Buy
4,512
+1
+0% +$48 0.01% 483
2023
Q1 		$216K Hold
4,511
– – 0.01% 477
2022
Q4 		$211K Buy
4,511
+25
+0.6% +$1.19K 0.01% 466
2022
Q3 		$216K Sell
4,486
-48,801
-92% -$2.42M 0.01% 434
2022
Q2 		$2.67M Buy
53,287
+3,875
+8% +$196K 0.11% 130
2022
Q1 		$2.49M Sell
49,412
-985
-2% -$50.5K 0.1% 135
2021
Q4 		$2.59M Buy
+50,397
New +$2.62M 0.09% 144

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
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