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

Valeo Financial 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
2022 Q2	–	Sell	-36,677	Closed	-$68K	–	655
2022 Q1	$68K	Buy	+36,677	New	+$1.88M	﹤0.01%	589
2021 Q2	–	Sell	-274	Closed	-$14K	–	1804
2021 Q1	$14K	Sell	274 -250	-48%	-$12.9K	﹤0.01%	1281
2020 Q4	$27K	Buy	524 +255	+95%	+$13K	﹤0.01%	955
2020 Q3	$14K	Buy	269 +3	+1%	+$152	﹤0.01%	1013
2020 Q2	$13K	Sell	266 -39	-13%	-$1.94K	﹤0.01%	1209
2020 Q1	$15K	Hold	305	–	–	﹤0.01%	970
2019 Q4	$15K	Buy	305 +1	+0.3%	+$49	﹤0.01%	991
2019 Q3	$15K	Hold	304	–	–	﹤0.01%	931
2019 Q2	$15K	Sell	304 -2,911	-91%	-$143K	﹤0.01%	927
2019 Q1	$156K	Buy	3,215 +2,905	+937%	+$140K	0.02%	329
2018 Q4	$15K	Sell	310 -123	-28%	-$5.92K	﹤0.01%	791
2018 Q3	$21K	Buy	433 +124	+40%	+$6.05K	﹤0.01%	768
2018 Q2	$15K	Buy	309 +6	+2%	+$293	﹤0.01%	847
2018 Q1	$15K	Hold	303	–	–	﹤0.01%	820
2017 Q4	$15K	Buy	+303	New	+$15K	﹤0.01%	738

Other funds holding VTIP

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valeo Financial Advisors's VTIP Position: Q2 2022 in Review

Valeo Financial Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2022, closing a stake of 36,677 shares — an estimated $68K sold.

Valeo Financial Advisors first reported a position in VTIP in Q4 2017 and held it in 15 quarters. The position peaked at $156K in Q1 2019. 808 funds tracked by Wall St. Rank hold VTIP as of Q2 2022.

Valeo Financial Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2022 after selling out during the quarter.
Valeo Financial Advisors sold 36,677 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2022, an estimated $68K.
Valeo Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and held it in 15 quarters.
Valeo Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $156K in Q1 2019.
808 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2022.

Based on Valeo Financial Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.