AWM
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Altium Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Altium Wealth 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
2018
Q3 		– Sell
-5,063
Closed -$247K – 317
2018
Q2 		$247K Buy
+5,063
New +$248K 0.07% 208

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Altium Wealth Management's VTIP Position: Q3 2018 in Review

Altium Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2018, closing a stake of 5,063 shares — an estimated $247K sold.

Altium Wealth Management first reported a position in VTIP in Q2 2018 and held it in 1 quarter. The position peaked at $247K in Q2 2018. 295 funds tracked by Wall St. Rank hold VTIP as of Q3 2018.

  • Altium Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2018 after selling out during the quarter.
  • Altium Wealth Management sold 5,063 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2018, an estimated $247K.
  • Altium Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2018 and held it in 1 quarter.
  • Altium Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $247K in Q2 2018.
  • 295 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2018.

Based on Altium Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.