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

Traphagen Investment Advisors’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	–	Sell	-6,098	Closed	-$297K	–	134
2020 Q1	$297K	Hold	6,098	–	–	0.08%	90
2019 Q4	$301K	Hold	6,098	–	–	0.07%	93
2019 Q3	$299K	Hold	6,098	–	–	0.08%	90
2019 Q2	$301K	Hold	6,098	–	–	0.08%	87
2019 Q1	$297K	Buy	+6,098	New	+$294K	0.08%	83

Other funds holding VTIP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

TAIM

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

Traphagen Investment Advisors's VTIP Position: Q2 2020 in Review

Traphagen Investment Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2020, closing a stake of 6,098 shares — an estimated $297K sold.

Traphagen Investment Advisors first reported a position in VTIP in Q1 2019 and held it in 5 quarters. The position peaked at $301K in Q2 2019. 364 funds tracked by Wall St. Rank hold VTIP as of Q2 2020.

Traphagen Investment Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2020 after selling out during the quarter.
Traphagen Investment Advisors sold 6,098 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2020, an estimated $297K.
Traphagen Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2019 and held it in 5 quarters.
Traphagen Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $301K in Q2 2019.
364 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2020.

Based on Traphagen Investment Advisors's 13F filing for Q2 2020, filed 17 Jun 2024.