Bennett Selby Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bennett Selby Investments’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
2022 Q1	–	Sell	-4,800	Closed	-$247K	–	69
2021 Q4	$247K	Sell	4,800 -700	-13%	-$36.4K	0.14%	53
2021 Q3	$289K	Sell	5,500 -500	-8%	-$26.2K	0.19%	49
2021 Q2	$314K	Buy	+6,000	New	+$313K	0.21%	47

Other funds holding VTIP

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bennett Selby Investments's VTIP Position: Q1 2022 in Review

Bennett Selby Investments sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2022, closing a stake of 4,800 shares — an estimated $247K sold.

Bennett Selby Investments first reported a position in VTIP in Q2 2021 and held it in 3 quarters. The position peaked at $314K in Q2 2021. 787 funds tracked by Wall St. Rank hold VTIP as of Q1 2022.

Bennett Selby Investments reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2022 after selling out during the quarter.
Bennett Selby Investments sold 4,800 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2022, an estimated $247K.
Bennett Selby Investments first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 3 quarters.
Bennett Selby Investments's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $314K in Q2 2021.
787 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2022.

Based on Bennett Selby Investments's 13F filing for Q1 2022, filed 11 Apr 2022.