MPS Loria Financial Planners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

MPS Loria Financial Planners’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
2021 Q1	–	Sell	-4,542	Closed	-$232K	–	640
2020 Q4	$232K	Sell	4,542 -69	-1%	-$3.51K	0.1%	70
2020 Q3	$235K	Buy	4,611 +164	+4%	+$8.32K	0.12%	65
2020 Q2	$223K	Sell	4,447 -2,720	-38%	-$135K	0.12%	64
2020 Q1	$349K	Buy	7,167 +827	+13%	+$40.6K	0.27%	35
2019 Q4	$312K	Buy	6,340 +92	+1%	+$4.53K	0.18%	49
2019 Q3	$306K	Sell	6,248 -320	-5%	-$15.8K	0.2%	48
2019 Q2	$323K	Buy	6,568 +108	+2%	+$5.29K	0.21%	46
2019 Q1	$314K	Sell	6,460 -1,394	-18%	-$67.3K	0.21%	45
2018 Q4	$376K	Sell	7,854 -138	-2%	-$6.64K	0.27%	40
2018 Q3	$384K	Buy	7,992 +161	+2%	+$7.86K	0.24%	39
2018 Q2	$383K	Buy	7,831 +185	+2%	+$9.04K	0.39%	36
2018 Q1	$374K	Buy	7,646 +589	+8%	+$28.7K	0.26%	41
2017 Q4	$345K	Sell	7,057 -245	-3%	-$12.1K	0.24%	49
2017 Q3	$361K	Buy	7,302 +30	+0.4%	+$1.48K	0.26%	45
2017 Q2	$359K	Buy	+7,272	New	+$359K	0.24%	48

Other funds holding VTIP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

MPS Loria Financial Planners's VTIP Position: Q1 2021 in Review

MPS Loria Financial Planners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2021, closing a stake of 4,542 shares — an estimated $232K sold.

MPS Loria Financial Planners first reported a position in VTIP in Q2 2017 and held it in 15 quarters. The position peaked at $384K in Q3 2018. 514 funds tracked by Wall St. Rank hold VTIP as of Q1 2021.

MPS Loria Financial Planners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 4,542 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2021, an estimated $232K.
MPS Loria Financial Planners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2017 and held it in 15 quarters.
MPS Loria Financial Planners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $384K in Q3 2018.
514 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2021.

Based on MPS Loria Financial Planners's 13F filing for Q1 2021, filed 3 May 2021.