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DAGCO Inc’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

DAGCO Inc’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
2024
Q3 		– Sell
-521
Closed -$25.3K – 226
2024
Q2 		$25.3K Sell
521
-923
-64% -$44.4K 0.01% 157
2024
Q1 		$69.1K Buy
+1,444
New +$68.7K 0.03% 104

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CA
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EWM
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

DAGCO Inc's VTIP Position: Q3 2024 in Review

DAGCO Inc sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 521 shares — an estimated $25.3K sold.

DAGCO Inc first reported a position in VTIP in Q1 2024 and held it in 2 quarters. The position peaked at $69.1K in Q1 2024. 700 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

  • DAGCO Inc reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
  • DAGCO Inc sold 521 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $25.3K.
  • DAGCO Inc first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2024 and held it in 2 quarters.
  • DAGCO Inc's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $69.1K in Q1 2024.
  • 700 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on DAGCO Inc's 13F filing for Q3 2024, filed 14 Nov 2024.