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

Transform Wealth’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
2018
Q3 		– Sell
-6,858
Closed -$335K – 220
2018
Q2 		$335K Sell
6,858
-9,300
-58% -$455K 0.06% 178
2018
Q1 		$790K Hold
16,158
– – 0.15% 153
2017
Q4 		$789K Sell
16,158
-181
-1% -$8.95K 0.15% 162
2017
Q3 		$808K Buy
+16,339
New +$807K 0.28% 117
2017
Q2 		– Sell
-29,062
Closed -$1.44M – 186
2017
Q1 		$1.44M Sell
29,062
-5,786
-17% -$285K 0.54% 55
2016
Q4 		$1.71M Buy
34,848
+2,000
+6% +$98.8K 0.68% 35
2016
Q3 		$1.63M Buy
32,848
+500
+2% +$24.7K 0.7% 35
2016
Q2 		$1.6M Buy
+32,348
New +$1.59M 0.67% 40

Other funds holding VTIP

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return