Quad-Cities Investment Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Quad-Cities Investment Group’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 Q1	–	Sell	-6,787	Closed	-$317K	–	181
2022 Q4	$317K	Sell	6,787 -1,677	-20%	-$79.9K	0.23%	106
2022 Q3	$407K	Buy	8,464 +94	+1%	+$4.66K	0.32%	82
2022 Q2	$420K	Sell	8,370 -781	-9%	-$39.5K	0.31%	85
2022 Q1	$469K	Buy	9,151 +4,486	+96%	+$230K	0.3%	87
2021 Q4	$240K	Sell	4,665 -3,476	-43%	-$181K	0.15%	151
2021 Q3	$428K	Sell	8,141 -5,764	-41%	-$302K	0.3%	87
2021 Q2	$729K	Hold	13,905	–	–	0.5%	55
2021 Q1	$717K	Buy	13,905 +132	+1%	+$6.79K	0.54%	51
2020 Q4	$704K	Buy	+13,773	New	+$701K	0.58%	50

Other funds holding VTIP

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Quad-Cities Investment Group's VTIP Position: Q1 2023 in Review

Quad-Cities Investment Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 6,787 shares — an estimated $317K sold.

Quad-Cities Investment Group first reported a position in VTIP in Q4 2020 and held it in 9 quarters. The position peaked at $729K in Q2 2021. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Quad-Cities Investment Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
Quad-Cities Investment Group sold 6,787 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $317K.
Quad-Cities Investment Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 9 quarters.
Quad-Cities Investment Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $729K in Q2 2021.
776 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Quad-Cities Investment Group's 13F filing for Q1 2023, filed 21 Apr 2023.