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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

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VA
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SCM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
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EWM
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