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

Guidant Wealth Advisors’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
2019 Q3	$115K	Sell	2,340 -150	-6%	-$7.41K	0.04%	133
2019 Q2	$123K	Sell	2,490 -1,182	-32%	-$57.9K	0.05%	132
2019 Q1	$179K	Sell	3,672 -109	-3%	-$5.26K	0.07%	110
2018 Q4	$181K	Sell	3,781 -7,401	-66%	-$356K	0.08%	84
2018 Q3	$540K	Sell	11,182 -192	-2%	-$9.37K	0.23%	31
2018 Q2	$555K	Sell	11,374 -667	-6%	-$32.6K	0.24%	31
2018 Q1	$588K	Sell	12,041 -75	-0.6%	-$3.65K	0.27%	31
2017 Q4	$591K	Sell	12,116 -15	-0.1%	-$742	0.26%	31
2017 Q3	$600K	Sell	12,131 -557	-4%	-$27.5K	0.43%	30
2017 Q2	$623K	Sell	12,688 -518	-4%	-$25.6K	0.32%	51
2017 Q1	$654K	Sell	13,206 -377	-3%	-$18.6K	0.34%	51
2016 Q4	$669K	Sell	13,583 -1,688	-11%	-$83.4K	0.38%	48
2016 Q3	$757K	Buy	+15,271	New	+$755K	0.47%	47

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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

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

Guidant Wealth Advisors's VTIP Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 6% in Q3 2019, selling an estimated $7.41K and leaving 2,340 shares worth $115K. The position accounts for 0.04% of the portfolio, ranked #133.

Guidant Wealth Advisors first reported a position in VTIP in Q3 2016 and has held it in 13 quarters since. The position peaked at $757K in Q3 2016. 326 funds tracked by Wall St. Rank hold VTIP as of Q3 2019.

Guidant Wealth Advisors held 2,340 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $115K as of Q3 2019.
Guidant Wealth Advisors sold 150 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2019, an estimated $7.41K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of Guidant Wealth Advisors's portfolio in Q3 2019, its #133 holding.
Guidant Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $757K in Q3 2016.
326 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.