Jaffetilchin Investment Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Jaffetilchin Investment Partners’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
2024 Q1	–	Sell	-17,032	Closed	-$809K	–	396
2023 Q4	$809K	Buy	+17,032	New	+$807K	0.08%	161
2019 Q2	–	Sell	-31,759	Closed	-$1.55M	–	338
2019 Q1	$1.55M	Hold	31,759	–	–	0.34%	42
2018 Q4	$1.52M	Buy	31,759 +234	+0.7%	+$11.3K	0.38%	38
2018 Q3	$1.52M	Buy	31,525 +338	+1%	+$16.5K	0.32%	53
2018 Q2	$1.52M	Buy	31,187 +187	+0.6%	+$9.14K	0.34%	46
2018 Q1	$1.52M	Buy	+31,000	New	+$1.51M	0.34%	45

Other funds holding VTIP

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Jaffetilchin Investment Partners's VTIP Position: Q1 2024 in Review

Jaffetilchin Investment Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 17,032 shares — an estimated $809K sold.

Jaffetilchin Investment Partners first reported a position in VTIP in Q1 2018 and held it in 6 quarters. The position peaked at $1.55M in Q1 2019. 720 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

Jaffetilchin Investment Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 17,032 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $809K.
Jaffetilchin Investment Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2018 and held it in 6 quarters.
Jaffetilchin Investment Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.55M in Q1 2019.
720 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2024, filed 16 May 2024.