MWR
McAdams Wright Ragen’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $747K | Buy |
15,139
+1,410
| +10% | +$69.6K | 0.04% | 220 |
|
|
2014
Q2 | $688K | Sell |
13,729
-17,050
| -55% | -$854K | 0.04% | 225 |
|
|
2014
Q1 | $1.52M | Hold |
30,779
| – | – | 0.09% | 154 |
|
|
2013
Q4 | $1.52M | Hold |
30,779
| – | – | 0.1% | 153 |
|
|
2013
Q3 | $1.52M | Buy |
30,779
+4,579
| +17% | +$226K | 0.12% | 131 |
|
|
2013
Q2 | $1.29M | Buy |
+26,200
| New | +$1.29M | 0.1% | 151 |
|