PWAG
Polaris Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-183,308
| Closed | -$8.78M | – | 181 |
|
|
2018
Q4 | $8.78M | Sell |
183,308
-9,802
| -5% | -$470K | 0.83% | 48 |
|
|
2018
Q3 | $9.34M | Buy |
193,110
+191,604
| +12,723% | +$9.27M | 0.64% | 58 |
|
|
2018
Q2 | $74K | Hold |
1,506
| – | – | 0.01% | 119 |
|
|
2018
Q1 | $74K | Buy |
+1,506
| New | +$74K | 0.01% | 194 |
|