CWM
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Catamount Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Catamount Wealth Management’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
2015
Q3 		– Sell
-37
Closed -$2K – 203
2015
Q2 		$2K Hold
37
– – ﹤0.01% 171
2015
Q1 		$2K Buy
+37
New +$1.79K ﹤0.01% 141

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AA
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WCM
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FT
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Morgan Stanley
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EWM
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BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Catamount Wealth Management's VTIP Position: Q3 2015 in Review

Catamount Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2015, closing a stake of 37 shares — an estimated $2K sold.

Catamount Wealth Management first reported a position in VTIP in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q2 2015. 125 funds tracked by Wall St. Rank hold VTIP as of Q3 2015.

  • Catamount Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 37 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2015, an estimated $2K.
  • Catamount Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2015 and held it in 2 quarters.
  • Catamount Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2K in Q2 2015.
  • 125 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2015.

Based on Catamount Wealth Management's 13F filing for Q3 2015, filed 22 Jun 2016.