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

Kiley Juergens Wealth 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
2022 Q2	–	Sell	-14,909	Closed	-$763K	–	75
2022 Q1	$763K	Buy	14,909 +1,000	+7%	+$51.3K	0.37%	41
2021 Q4	$715K	Buy	13,909 +2,385	+21%	+$124K	0.27%	57
2021 Q3	$605K	Buy	+11,524	New	+$604K	0.27%	54

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kiley Juergens Wealth Management's VTIP Position: Q2 2022 in Review

Kiley Juergens Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2022, closing a stake of 14,909 shares — an estimated $763K sold.

Kiley Juergens Wealth Management first reported a position in VTIP in Q3 2021 and held it in 3 quarters. The position peaked at $763K in Q1 2022. 807 funds tracked by Wall St. Rank hold VTIP as of Q2 2022.

Kiley Juergens Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2022 after selling out during the quarter.
Kiley Juergens Wealth Management sold 14,909 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2022, an estimated $763K.
Kiley Juergens Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and held it in 3 quarters.
Kiley Juergens Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $763K in Q1 2022.
807 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2022.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.