Quattro Financial Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Quattro Financial Advisors’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
2020 Q1	–	Sell	-1,400	Closed	-$69K	–	61
2019 Q4	$69K	Sell	1,400 -2,800	-67%	-$138K	0.02%	56
2019 Q3	$206K	Hold	4,200	–	–	0.06%	56
2019 Q2	$208K	Buy	+4,200	New	+$206K	0.06%	52
2019 Q1	–	Sell	-8,399	Closed	-$403K	–	75
2018 Q4	$403K	Sell	8,399 -19,281	-70%	-$928K	0.14%	47
2018 Q3	$1.34M	Buy	27,680 +7,553	+38%	+$369K	0.49%	39
2018 Q2	$984K	Buy	+20,127	New	+$984K	0.49%	26
2017 Q2	–	Sell	-3,283	Closed	-$162K	–	76
2017 Q1	$162K	Buy	+3,283	New	+$162K	0.08%	56

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAIM

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

EWM

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

Quattro Financial Advisors's VTIP Position: Q1 2020 in Review

Quattro Financial Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2020, closing a stake of 1,400 shares — an estimated $69K sold.

Quattro Financial Advisors first reported a position in VTIP in Q1 2017 and held it in 7 quarters. The position peaked at $1.34M in Q3 2018. 353 funds tracked by Wall St. Rank hold VTIP as of Q1 2020.

Quattro Financial Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2020 after selling out during the quarter.
Quattro Financial Advisors sold 1,400 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2020, an estimated $69K.
Quattro Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2017 and held it in 7 quarters.
Quattro Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.34M in Q3 2018.
353 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2020.

Based on Quattro Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.