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

Kelly Financial Services’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 Q3	–	Sell	-137	Closed	-$6.86K	–	719
2022 Q2	$6.86K	Buy	137 +1	+0.7%	+$51	﹤0.01%	364
2022 Q1	$6.95K	Hold	136	–	–	﹤0.01%	385
2021 Q4	$6.97K	Buy	136 +5	+4%	+$260	﹤0.01%	397
2021 Q3	$6.88K	Buy	131 +1	+0.8%	+$52	﹤0.01%	379
2021 Q2	$6.8K	Sell	130 -22	-14%	-$1.15K	﹤0.01%	392
2021 Q1	$7.83K	Hold	152	–	–	﹤0.01%	336
2020 Q4	$7.77K	Hold	152	–	–	0.01%	312
2020 Q3	$7.75K	Hold	152	–	–	0.01%	282
2020 Q2	$7.63K	Hold	152	–	–	0.01%	282
2020 Q1	$7.41K	Hold	152	–	–	0.01%	248
2019 Q4	$7.49K	Hold	152	–	–	0.01%	262
2019 Q3	$7.46K	Hold	152	–	–	0.01%	260
2019 Q2	$7.5K	Hold	152	–	–	0.01%	256
2019 Q1	$7.4K	Buy	+152	New	+$7.34K	0.01%	253

Other funds holding VTIP

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kelly Financial Services's VTIP Position: Q3 2022 in Review

Kelly Financial Services sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2022, closing a stake of 137 shares — an estimated $6.86K sold.

Kelly Financial Services first reported a position in VTIP in Q1 2019 and held it in 14 quarters. The position peaked at $7.83K in Q1 2021. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

Kelly Financial Services reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2022 after selling out during the quarter.
Kelly Financial Services sold 137 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $6.86K.
Kelly Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2019 and held it in 14 quarters.
Kelly Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7.83K in Q1 2021.
784 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on Kelly Financial Services's 13F filing for Q3 2022, filed 17 Jul 2024.