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

Safeguard Investment 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
2021
Q1 		– Sell
-128
Closed -$6K – 712
2020
Q4 		$6K Buy
+128
New +$6.51K 0.01% 511

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SCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
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VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Safeguard Investment Advisory Group's VTIP Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2021, closing a stake of 128 shares — an estimated $6K sold.

Safeguard Investment Advisory Group first reported a position in VTIP in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 513 funds tracked by Wall St. Rank hold VTIP as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 128 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2021, an estimated $6K.
  • Safeguard Investment Advisory Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $6K in Q4 2020.
  • 513 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.