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

Seven Springs Wealth 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
2020
Q1 		– Sell
-600
Closed -$30K – 204
2019
Q4 		$30K Buy
+600
New +$29.5K 0.02% 114

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VA
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SCM
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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
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EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Seven Springs Wealth Group's VTIP Position: Q1 2020 in Review

Seven Springs Wealth Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2020, closing a stake of 600 shares — an estimated $30K sold.

Seven Springs Wealth Group first reported a position in VTIP in Q4 2019 and held it in 1 quarter. The position peaked at $30K in Q4 2019. 354 funds tracked by Wall St. Rank hold VTIP as of Q1 2020.

  • Seven Springs Wealth Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2020 after selling out during the quarter.
  • Seven Springs Wealth Group sold 600 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2020, an estimated $30K.
  • Seven Springs Wealth Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and held it in 1 quarter.
  • Seven Springs Wealth Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $30K in Q4 2019.
  • 354 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2020.

Based on Seven Springs Wealth Group's 13F filing for Q1 2020, filed 20 Apr 2020.