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

Doyle 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
2020 Q1	–	Sell	-5,851	Closed	-$288K	–	215
2019 Q4	$288K	Sell	5,851 -1,376	-19%	-$67.7K	0.04%	166
2019 Q3	$355K	Sell	7,227 -211	-3%	-$10.4K	0.05%	143
2019 Q2	$367K	Sell	7,438 -178	-2%	-$8.72K	0.05%	136
2019 Q1	$372K	Sell	7,616 -1,445	-16%	-$69.8K	0.05%	130
2018 Q4	$434K	Sell	9,061 -596	-6%	-$28.7K	0.07%	112
2018 Q3	$467K	Sell	9,657 -230	-2%	-$11.2K	0.07%	114
2018 Q2	$483K	Sell	9,887 -622	-6%	-$30.4K	0.08%	112
2018 Q1	$514K	Sell	10,509 -1,581	-13%	-$77K	0.09%	96
2017 Q4	$590K	Buy	12,090 +5,832	+93%	+$288K	0.1%	90
2017 Q3	$309K	Buy	+6,258	New	+$309K	0.05%	116

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Doyle Wealth Management's VTIP Position: Q1 2020 in Review

Doyle Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2020, closing a stake of 5,851 shares — an estimated $288K sold.

Doyle Wealth Management first reported a position in VTIP in Q3 2017 and held it in 10 quarters. The position peaked at $590K in Q4 2017. 353 funds tracked by Wall St. Rank hold VTIP as of Q1 2020.

Doyle Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2020 after selling out during the quarter.
Doyle Wealth Management sold 5,851 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2020, an estimated $288K.
Doyle Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2017 and held it in 10 quarters.
Doyle Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $590K in Q4 2017.
353 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2020.

Based on Doyle Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.