Capital Advisory Group Advisory Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Capital Advisory Group Advisory Services’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 Q3	–	Sell	-191	Closed	-$9K	–	455
2019 Q2	$9K	Buy	+191	New	+$9.35K	0.01%	298

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

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

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

Capital Advisory Group Advisory Services's VTIP Position: Q3 2019 in Review

Capital Advisory Group Advisory Services sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2019, closing a stake of 191 shares — an estimated $9K sold.

Capital Advisory Group Advisory Services first reported a position in VTIP in Q2 2019 and held it in 1 quarter. The position peaked at $9K in Q2 2019. 326 funds tracked by Wall St. Rank hold VTIP as of Q3 2019.

Capital Advisory Group Advisory Services reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2019 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 191 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2019, an estimated $9K.
Capital Advisory Group Advisory Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2019 and held it in 1 quarter.
Capital Advisory Group Advisory Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9K in Q2 2019.
326 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2019.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2019, filed 28 May 2020.