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Starfire Investment Advisers’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Starfire Investment Advisers’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
Q2 		$1.68M Hold
33,403
– – 0.8% 36
2020
Q1 		$1.63M Sell
33,403
-504
-1% -$24.7K 0.89% 31
2019
Q4 		$1.67M Sell
33,907
-852
-2% -$41.9K 0.64% 40
2019
Q3 		$1.7M Sell
34,759
-1,591
-4% -$78.6K 0.7% 36
2019
Q2 		$1.79M Sell
36,350
-1,180
-3% -$57.8K 0.8% 34
2019
Q1 		$1.83M Sell
37,530
-445
-1% -$21.5K 0.84% 31
2018
Q4 		$1.82M Buy
37,975
+16,156
+74% +$777K 0.98% 28
2018
Q3 		$1.05M Buy
21,819
+10,812
+98% +$528K 0.52% 42
2018
Q2 		$537K Buy
+11,007
New +$538K 0.27% 82

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return