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

SignalPoint Asset 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
2024
Q4 		$516K Sell
10,648
-6,973
-40% -$341K 0.13% 132
2024
Q3 		$870K Buy
17,621
+95
+0.5% +$4.63K 0.2% 98
2024
Q2 		$851K Buy
17,526
+6
+0% +$289 0.23% 94
2024
Q1 		$839K Buy
+17,520
New +$834K 0.23% 89
2014
Q1 		– Sell
-106,249
Closed -$5.24M – 167
2013
Q4 		$5.24M Sell
106,249
-2,255
-2% -$112K 2.37% 5
2013
Q3 		$5.36M Buy
108,504
+16,302
+18% +$804K 3.41% 3
2013
Q2 		$4.53M Buy
+92,202
New +$4.59M 3.66% 3

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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Morgan Stanley
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