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	–	219
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	–	184
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 New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

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

Transform Wealth's VTIP Position: Q3 2018 in Review

Transform Wealth sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2018, closing a stake of 6,858 shares — an estimated $335K sold.

Transform Wealth first reported a position in VTIP in Q2 2016 and held it in 8 quarters. The position peaked at $1.71M in Q4 2016. 295 funds tracked by Wall St. Rank hold VTIP as of Q3 2018.

Transform Wealth reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2018 after selling out during the quarter.
Transform Wealth sold 6,858 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2018, an estimated $335K.
Transform Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2016 and held it in 8 quarters.
Transform Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.71M in Q4 2016.
295 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2018.

Based on Transform Wealth's 13F filing for Q3 2018, filed 25 Oct 2018.