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

LVW 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
2015
Q1 		– Sell
-4,700
Closed -$227K – 164
2014
Q4 		$227K Buy
+4,700
New +$231K 0.13% 140

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LVW Advisors's VTIP Position: Q1 2015 in Review

LVW Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2015, closing a stake of 4,700 shares — an estimated $227K sold.

LVW Advisors first reported a position in VTIP in Q4 2014 and held it in 1 quarter. The position peaked at $227K in Q4 2014. 114 funds tracked by Wall St. Rank hold VTIP as of Q1 2015.

  • LVW Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2015 after selling out during the quarter.
  • LVW Advisors sold 4,700 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2015, an estimated $227K.
  • LVW Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2014 and held it in 1 quarter.
  • LVW Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $227K in Q4 2014.
  • 114 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2015.

Based on LVW Advisors's 13F filing for Q1 2015, filed 13 May 2015.