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Kalos Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Kalos 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
2023
Q2 		– Sell
-3,026
Closed -$145K – 373
2023
Q1 		$145K Buy
+3,026
New +$142K 0.29% 52

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Kalos Management's VTIP Position: Q2 2023 in Review

Kalos Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 3,026 shares — an estimated $145K sold.

Kalos Management first reported a position in VTIP in Q1 2023 and held it in 1 quarter. The position peaked at $145K in Q1 2023. 765 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

  • Kalos Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 3,026 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $145K.
  • Kalos Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and held it in 1 quarter.
  • Kalos Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $145K in Q1 2023.
  • 765 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.