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Columbia Advisory Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Columbia Advisory Partners’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
2022
Q2 		– Sell
-8,854
Closed -$453K – 56
2022
Q1 		$453K Buy
+8,854
New +$454K 0.45% 23

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Columbia Advisory Partners's VTIP Position: Q2 2022 in Review

Columbia Advisory Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2022, closing a stake of 8,854 shares — an estimated $453K sold.

Columbia Advisory Partners first reported a position in VTIP in Q1 2022 and held it in 1 quarter. The position peaked at $453K in Q1 2022. 807 funds tracked by Wall St. Rank hold VTIP as of Q2 2022.

  • Columbia Advisory Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2022 after selling out during the quarter.
  • Columbia Advisory Partners sold 8,854 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2022, an estimated $453K.
  • Columbia Advisory Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 1 quarter.
  • Columbia Advisory Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $453K in Q1 2022.
  • 807 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2022.

Based on Columbia Advisory Partners's 13F filing for Q2 2022, filed 3 Aug 2022.