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

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

Northwestern Mutual Wealth Management

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

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

SEI Investments

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

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

Bank of America

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

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

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return