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Wells Trecaso Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Wells Trecaso Financial 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
2018
Q4 		– Sell
-11,566
Closed -$559K – 78
2018
Q3 		$559K Buy
+11,566
New +$565K 0.46% 42

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Wells Trecaso Financial Group's VTIP Position: Q4 2018 in Review

Wells Trecaso Financial Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2018, closing a stake of 11,566 shares — an estimated $559K sold.

Wells Trecaso Financial Group first reported a position in VTIP in Q3 2018 and held it in 1 quarter. The position peaked at $559K in Q3 2018. 312 funds tracked by Wall St. Rank hold VTIP as of Q4 2018.

  • Wells Trecaso Financial Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2018 after selling out during the quarter.
  • Wells Trecaso Financial Group sold 11,566 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2018, an estimated $559K.
  • Wells Trecaso Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2018 and held it in 1 quarter.
  • Wells Trecaso Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $559K in Q3 2018.
  • 312 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2018.

Based on Wells Trecaso Financial Group's 13F filing for Q4 2018, filed 28 Jan 2019.