MTM Investment Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

MTM Investment 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
2023 Q3	–	Sell	-16,638	Closed	-$789K	–	265
2023 Q2	$789K	Buy	16,638 +109	+0.7%	+$5.2K	0.39%	73
2023 Q1	$790K	Buy	16,529 +617	+4%	+$29.1K	0.41%	69
2022 Q4	$743K	Sell	15,912 -3,328	-17%	-$159K	0.39%	76
2022 Q3	$926K	Buy	19,240 +1,561	+9%	+$77.3K	0.53%	59
2022 Q2	$881K	Sell	17,679 -151	-0.8%	-$7.64K	0.48%	63
2022 Q1	$913K	Buy	17,830 +4,586	+35%	+$235K	0.44%	64
2021 Q4	$681K	Buy	13,244 +5,375	+68%	+$280K	0.32%	91
2021 Q3	$414K	Buy	+7,869	New	+$413K	0.22%	105

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

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

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

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

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

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

MTM Investment Management's VTIP Position: Q3 2023 in Review

MTM Investment Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 16,638 shares — an estimated $789K sold.

MTM Investment Management first reported a position in VTIP in Q3 2021 and held it in 8 quarters. The position peaked at $926K in Q3 2022. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

MTM Investment Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
MTM Investment Management sold 16,638 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $789K.
MTM Investment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and held it in 8 quarters.
MTM Investment Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $926K in Q3 2022.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on MTM Investment Management's 13F filing for Q3 2023, filed 26 Oct 2023.