RPg Family Wealth Advisory’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

RPg Family Wealth Advisory’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
2019 Q4	–	Sell	-386	Closed	-$18.9K	–	303
2019 Q3	$18.9K	Hold	386	–	–	0.01%	230
2019 Q2	$19K	Buy	+386	New	+$18.9K	0.01%	223
2017 Q2	–	Sell	-562	Closed	-$27.8K	–	317
2017 Q1	$27.8K	Sell	562 -6,319	-92%	-$312K	0.02%	187
2016 Q4	$338K	Buy	6,881 +482	+8%	+$23.8K	0.29%	47
2016 Q3	$318K	Sell	6,399 -2,402	-27%	-$119K	0.23%	52
2016 Q2	$435K	Buy	8,801 +3,608	+69%	+$177K	0.19%	47
2016 Q1	$255K	Buy	5,193 +4,320	+495%	+$209K	0.2%	55
2015 Q4	$42.2K	Buy	+873	New	+$42.2K	0.04%	108

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

RPg Family Wealth Advisory's VTIP Position: Q4 2019 in Review

RPg Family Wealth Advisory sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2019, closing a stake of 386 shares — an estimated $18.9K sold.

RPg Family Wealth Advisory first reported a position in VTIP in Q4 2015 and held it in 8 quarters. The position peaked at $435K in Q2 2016. 353 funds tracked by Wall St. Rank hold VTIP as of Q4 2019.

RPg Family Wealth Advisory reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2019 after selling out during the quarter.
RPg Family Wealth Advisory sold 386 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2019, an estimated $18.9K.
RPg Family Wealth Advisory first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2015 and held it in 8 quarters.
RPg Family Wealth Advisory's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $435K in Q2 2016.
353 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2019.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2019, filed 12 Feb 2020.