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Capital Bank & Trust’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Capital Bank & Trust’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
-511
Closed -$25K – 795
2019
Q4 		$25K Buy
+511
New +$25.2K ﹤0.01% 503

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

Capital Bank & Trust's VTIP Position: Q1 2020 in Review

Capital Bank & Trust sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2020, closing a stake of 511 shares — an estimated $25K sold.

Capital Bank & Trust first reported a position in VTIP in Q4 2019 and held it in 1 quarter. The position peaked at $25K in Q4 2019. 354 funds tracked by Wall St. Rank hold VTIP as of Q1 2020.

  • Capital Bank & Trust reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 511 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2020, an estimated $25K.
  • Capital Bank & Trust first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and held it in 1 quarter.
  • Capital Bank & Trust's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $25K in Q4 2019.
  • 354 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2020.

Based on Capital Bank & Trust's 13F filing for Q1 2020, filed 15 May 2020.