BDO Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

BDO Wealth 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
2020 Q1	–	Sell	-13	Closed	-$1K	–	832
2019 Q4	$1K	Hold	13	–	–	﹤0.01%	576
2019 Q3	$1K	Hold	13	–	–	﹤0.01%	614
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	603
2019 Q1	$1K	Hold	13	–	–	﹤0.01%	597
2018 Q4	$1K	Buy	+13	New	+$626	﹤0.01%	529

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

BDO Wealth Advisors's VTIP Position: Q1 2020 in Review

BDO Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2020, closing a stake of 13 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in VTIP in Q4 2018 and held it in 5 quarters. The position peaked at $1K in Q4 2019. 353 funds tracked by Wall St. Rank hold VTIP as of Q1 2020.

BDO Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2020 after selling out during the quarter.
BDO Wealth Advisors sold 13 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2020, an estimated $1K.
BDO Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and held it in 5 quarters.
BDO Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1K in Q4 2019.
353 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.