Winch Advisory Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Winch Advisory Services’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
2024 Q4	–	Sell	-747	Closed	-$36.8K	–	560
2024 Q3	$36.8K	Hold	747	–	–	0.01%	180
2024 Q2	$36.3K	Hold	747	–	–	0.01%	170
2024 Q1	$35.8K	Sell	747 -16,436	-96%	-$782K	0.01%	173
2023 Q4	$816K	Sell	17,183 -2,593	-13%	-$123K	0.27%	50
2023 Q3	$935K	Sell	19,776 -2,119	-10%	-$100K	0.34%	38
2023 Q2	$1.04M	Sell	21,895 -262	-1%	-$12.5K	0.37%	37
2023 Q1	$1.06M	Sell	22,157 -4,232	-16%	-$199K	0.41%	36
2022 Q4	$1.23M	Sell	26,389 -131	-0.5%	-$6.24K	0.53%	34
2022 Q3	$1.28M	Buy	26,520 +1,672	+7%	+$82.8K	0.55%	31
2022 Q2	$1.25M	Buy	24,848 +15,499	+166%	+$784K	0.51%	33
2022 Q1	$479K	Buy	9,349 +474	+5%	+$24.3K	0.17%	52
2021 Q4	$456K	Buy	8,875 +5,674	+177%	+$295K	0.15%	57
2021 Q3	$168K	Sell	3,201 -316	-9%	-$16.6K	0.06%	75
2021 Q2	$184K	Buy	3,517 +425	+14%	+$22.2K	0.07%	72
2021 Q1	$159K	Buy	+3,092	New	+$159K	0.06%	68

Other funds holding VTIP

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

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

Fidelity Investments

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

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

Bank of America

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