Investors Asset Management of Georgia’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Investors Asset Management of Georgia’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	-2,118	Closed	-$102K	–	514
2022 Q3	$102K	Sell	2,118 -7,993	-79%	-$396K	0.05%	205
2022 Q2	$507K	Sell	10,111 -2,889	-22%	-$146K	0.26%	90
2022 Q1	$666K	Hold	13,000	–	–	0.34%	81
2021 Q4	$668K	Buy	13,000 +2,000	+18%	+$104K	0.32%	84
2021 Q3	$578K	Hold	11,000	–	–	0.3%	88
2021 Q2	$577K	Buy	11,000 +6,000	+120%	+$313K	0.31%	84
2021 Q1	$258K	Buy	+5,000	New	+$257K	0.15%	134
2020 Q4	–	Sell	-5,000	Closed	-$255K	–	149
2020 Q3	$255K	Hold	5,000	–	–	0.17%	114
2020 Q2	$251K	Hold	5,000	–	–	0.17%	115
2020 Q1	$244K	Buy	+5,000	New	+$245K	0.2%	107

Other funds holding VTIP

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 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 $9.42B AUM 17.63% 1-Year Est. Return

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

Investors Asset Management of Georgia's VTIP Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 2,118 shares — an estimated $102K sold.

Investors Asset Management of Georgia first reported a position in VTIP in Q1 2020 and held it in 10 quarters. The position peaked at $668K in Q4 2021. 813 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 2,118 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $102K.
Investors Asset Management of Georgia first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and held it in 10 quarters.
Investors Asset Management of Georgia's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $668K in Q4 2021.
813 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.