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

Sonora Investment Management 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
2024 Q3	–	Sell	-5,462	Closed	-$262K	–	304
2024 Q2	$262K	Hold	5,462	–	–	0.02%	235
2024 Q1	$262K	Buy	+5,462	New	+$260K	0.02%	236

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

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

Sonora Investment Management Group's VTIP Position: Q3 2024 in Review

Sonora Investment Management Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 5,462 shares — an estimated $262K sold.

Sonora Investment Management Group first reported a position in VTIP in Q1 2024 and held it in 2 quarters. The position peaked at $262K in Q2 2024. 701 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

Sonora Investment Management Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
Sonora Investment Management Group sold 5,462 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $262K.
Sonora Investment Management Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2024 and held it in 2 quarters.
Sonora Investment Management Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $262K in Q2 2024.
701 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Sonora Investment Management Group's 13F filing for Q3 2024, filed 15 Oct 2024.