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

BlueSky 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
2019
Q4 		– Sell
-4,151
Closed -$204K – 62
2019
Q3 		$204K Buy
+4,151
New +$205K 0.07% 61

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JP Morgan Chase
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

BlueSky Wealth Advisors's VTIP Position: Q4 2019 in Review

BlueSky Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2019, closing a stake of 4,151 shares — an estimated $204K sold.

BlueSky Wealth Advisors first reported a position in VTIP in Q3 2019 and held it in 1 quarter. The position peaked at $204K in Q3 2019. 353 funds tracked by Wall St. Rank hold VTIP as of Q4 2019.

  • BlueSky Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2019 after selling out during the quarter.
  • BlueSky Wealth Advisors sold 4,151 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2019, an estimated $204K.
  • BlueSky Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2019 and held it in 1 quarter.
  • BlueSky Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $204K in Q3 2019.
  • 353 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2019.

Based on BlueSky Wealth Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.