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J. Safra Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

J. Safra Asset 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
Q2 		– Sell
-3,815
Closed -$186K – 20
2020
Q1 		$186K Buy
+3,815
New +$187K 0.23% 10

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Betterment LLC
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VA
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SEI Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

J. Safra Asset Management's VTIP Position: Q2 2020 in Review

J. Safra Asset Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2020, closing a stake of 3,815 shares — an estimated $186K sold.

J. Safra Asset Management first reported a position in VTIP in Q1 2020 and held it in 1 quarter. The position peaked at $186K in Q1 2020. 364 funds tracked by Wall St. Rank hold VTIP as of Q2 2020.

  • J. Safra Asset Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2020 after selling out during the quarter.
  • J. Safra Asset Management sold 3,815 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2020, an estimated $186K.
  • J. Safra Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and held it in 1 quarter.
  • J. Safra Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $186K in Q1 2020.
  • 364 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2020.

Based on J. Safra Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.