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

Burt 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
2021 Q1	–	Sell	-365	Closed	-$19K	–	362
2020 Q4	$19K	Hold	365	–	–	0.01%	245
2020 Q3	$19K	Hold	365	–	–	0.01%	244
2020 Q2	$18K	Hold	365	–	–	0.01%	239
2020 Q1	$18K	Hold	365	–	–	0.01%	235
2019 Q4	$18K	Hold	365	–	–	0.01%	254
2019 Q3	$18K	Hold	365	–	–	0.01%	251
2019 Q2	$18K	Hold	365	–	–	0.01%	251
2019 Q1	$18K	Hold	365	–	–	0.01%	253
2018 Q4	$17K	Hold	365	–	–	0.01%	250
2018 Q3	$18K	Sell	365 -195	-35%	-$9.52K	0.01%	264
2018 Q2	$27K	Hold	560	–	–	0.01%	225
2018 Q1	$27K	Hold	560	–	–	0.01%	236
2017 Q4	$27K	Hold	560	–	–	0.02%	229
2017 Q3	$28K	Hold	560	–	–	0.02%	216
2017 Q2	$27K	Hold	560	–	–	0.02%	238
2017 Q1	$28K	Hold	560	–	–	0.02%	208
2016 Q4	$27K	Hold	560	–	–	0.02%	212
2016 Q3	$27K	Hold	560	–	–	0.03%	200
2016 Q2	$27K	Hold	560	–	–	0.03%	193
2016 Q1	$28K	Hold	560	–	–	0.03%	214
2015 Q4	$27K	Hold	560	–	–	0.02%	181
2015 Q3	$27K	Hold	560	–	–	0.03%	163
2015 Q2	$27K	Hold	560	–	–	0.03%	181
2015 Q1	$27K	Hold	560	–	–	0.03%	171
2014 Q4	$27K	Buy	+560	New	+$27.5K	0.03%	171

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Burt Wealth Advisors's VTIP Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2021, closing a stake of 365 shares — an estimated $19K sold.

Burt Wealth Advisors first reported a position in VTIP in Q4 2014 and held it in 25 quarters. The position peaked at $28K in Q3 2017. 513 funds tracked by Wall St. Rank hold VTIP as of Q1 2021.

Burt Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 365 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2021, an estimated $19K.
Burt Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $28K in Q3 2017.
513 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.