Gamble Jones Investment Counsel’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Gamble Jones Investment Counsel’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 Q4	–	Sell	-3,450	Closed	-$166K	–	219
2022 Q3	$166K	Buy	+3,450	New	+$171K	0.01%	200
2013 Q4	–	Sell	-38,055	Closed	-$1.88M	–	225
2013 Q3	$1.88M	Sell	38,055 -320	-0.8%	-$15.8K	0.24%	73
2013 Q2	$1.89M	Buy	+38,375	New	+$1.91M	0.25%	67

Other funds holding VTIP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gamble Jones Investment Counsel's VTIP Position: Q4 2022 in Review

Gamble Jones Investment Counsel sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 3,450 shares — an estimated $166K sold.

Gamble Jones Investment Counsel first reported a position in VTIP in Q2 2013 and held it in 3 quarters. The position peaked at $1.89M in Q2 2013. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Gamble Jones Investment Counsel reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
Gamble Jones Investment Counsel sold 3,450 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $166K.
Gamble Jones Investment Counsel first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and held it in 3 quarters.
Gamble Jones Investment Counsel's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.89M in Q2 2013.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Gamble Jones Investment Counsel's 13F filing for Q4 2022, filed 8 Feb 2023.