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

Kelleher Financial 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
2017
Q3 		– Sell
-12,642
Closed -$622K – 86
2017
Q2 		$622K Buy
+12,642
New +$624K 1.2% 19

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TAIM
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Bank of America
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Betterment LLC
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VA
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Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
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Kelleher Financial Advisors's VTIP Position: Q3 2017 in Review

Kelleher Financial Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2017, closing a stake of 12,642 shares — an estimated $622K sold.

Kelleher Financial Advisors first reported a position in VTIP in Q2 2017 and held it in 1 quarter. The position peaked at $622K in Q2 2017. 206 funds tracked by Wall St. Rank hold VTIP as of Q3 2017.

  • Kelleher Financial Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2017 after selling out during the quarter.
  • Kelleher Financial Advisors sold 12,642 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2017, an estimated $622K.
  • Kelleher Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2017 and held it in 1 quarter.
  • Kelleher Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $622K in Q2 2017.
  • 206 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2017.

Based on Kelleher Financial Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.