Polaris Wealth Advisory Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Polaris Wealth Advisory Group’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
2019 Q1	–	Sell	-183,308	Closed	-$8.78M	–	181
2018 Q4	$8.78M	Sell	183,308 -9,802	-5%	-$472K	0.83%	48
2018 Q3	$9.34M	Buy	193,110 +191,604	+12,723%	+$9.35M	0.64%	58
2018 Q2	$74K	Hold	1,506	–	–	0.01%	119
2018 Q1	$74K	Buy	+1,506	New	+$73.4K	0.01%	194

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

TAIM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Polaris Wealth Advisory Group's VTIP Position: Q1 2019 in Review

Polaris Wealth Advisory Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2019, closing a stake of 183,308 shares — an estimated $8.78M sold.

Polaris Wealth Advisory Group first reported a position in VTIP in Q1 2018 and held it in 4 quarters. The position peaked at $9.34M in Q3 2018. 328 funds tracked by Wall St. Rank hold VTIP as of Q1 2019.

Polaris Wealth Advisory Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 183,308 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2019, an estimated $8.78M.
Polaris Wealth Advisory Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2018 and held it in 4 quarters.
Polaris Wealth Advisory Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.34M in Q3 2018.
328 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2019, filed 9 Apr 2019.