Matthew Hamilton Rosenberg’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Matthew Hamilton Rosenberg’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 Q4	–	Sell	-1,008	Closed	-$49.7K	–	873
2024 Q3	$49.7K	Sell	1,008 -426	-30%	-$20.7K	0.01%	427
2024 Q2	$68.9K	Sell	1,434 -8,697	-86%	-$418K	0.02%	371
2024 Q1	$484K	Sell	10,131 -2,118	-17%	-$101K	0.14%	75
2023 Q4	$582K	Sell	12,249 -5,847	-32%	-$277K	0.18%	59
2023 Q3	$856K	Sell	18,096 -34,273	-65%	-$1.62M	0.29%	40
2023 Q2	$2.48M	Sell	52,369 -11,746	-18%	-$560K	0.84%	21
2023 Q1	$3.07M	Sell	64,115 -2,739	-4%	-$129K	0.99%	18
2022 Q4	$3.12M	Buy	66,854 +24,574	+58%	+$1.17M	1.06%	19
2022 Q3	$2.03M	Buy	42,280 +39,825	+1,622%	+$1.97M	0.79%	22
2022 Q2	$1.23M	Sell	2,455 -16	-0.6%	-$809	0.46%	33
2022 Q1	$127K	Buy	2,471 +130	+6%	+$6.67K	0.04%	272
2021 Q4	$120K	Buy	2,341 +1,276	+120%	+$66.4K	0.04%	265
2021 Q3	$56K	Buy	1,065 +135	+15%	+$7.08K	0.02%	377
2021 Q2	$49K	Sell	930 -230	-20%	-$12K	0.03%	363
2021 Q1	$60K	Hold	1,160	–	–	0.03%	327
2020 Q4	$59K	Buy	+1,160	New	+$59K	0.04%	314

Other funds holding VTIP

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

SEI Investments

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

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

Fidelity Investments

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

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

Bank of America

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