Advantage Investment Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Advantage Investment 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
2019 Q3	$9K	Hold	192	–	–	0.01%	674
2019 Q2	$9K	Sell	192 -26	-12%	-$1.27K	0.01%	684
2019 Q1	$11K	Sell	218 -126	-37%	-$6.08K	0.01%	637
2018 Q4	$16K	Sell	344 -22	-6%	-$1.06K	0.01%	562
2018 Q3	$18K	Sell	366 -19	-5%	-$928	0.01%	603
2018 Q2	$19K	Buy	385 +17	+5%	+$831	0.01%	554
2018 Q1	$18K	Buy	368 +3	+0.8%	+$146	0.01%	577
2017 Q4	$18K	Sell	365 -48	-12%	-$2.37K	0.01%	592
2017 Q3	$20K	Sell	413 -12	-3%	-$593	0.01%	548
2017 Q2	$21K	Sell	425 -63	-13%	-$3.11K	0.01%	556
2017 Q1	$24K	Buy	488 +10	+2%	+$493	0.01%	516
2016 Q4	$23K	Sell	478 -57	-11%	-$2.82K	0.01%	486
2016 Q3	$27K	Hold	535	–	–	0.01%	453
2016 Q2	$26K	Sell	535 -12	-2%	-$590	0.01%	444
2016 Q1	$27K	Buy	547 +43	+9%	+$2.08K	0.01%	420
2015 Q4	$24K	Buy	+504	New	+$24.4K	0.01%	440

Other funds holding VTIP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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

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

Advantage Investment Management's VTIP Position: Q3 2019 in Review

Advantage Investment Management held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q3 2019 at 192 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #674.

Advantage Investment Management first reported a position in VTIP in Q4 2015 and has held it in 16 quarters since. The position peaked at $27K in Q3 2016. 326 funds tracked by Wall St. Rank hold VTIP as of Q3 2019.

Advantage Investment Management held 192 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $9K as of Q3 2019.
Advantage Investment Management left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q3 2019.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #674 holding.
Advantage Investment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2015 and has held it in 16 quarters since.
Advantage Investment Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $27K in Q3 2016.
326 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.