Ownership history in Fairway Wealth LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Fairway Wealth LLC reported a position in VANGUARD SHORT TERM INFL-PROTECTED (VTIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Fairway Wealth LLC underperformed the S&P 500 by β11.4% annually on this VTIP position. Timing score: 67% (4/6 decisions correct). Average cost basis: $46.66. Maximum drawdown during holding period: β0.1%.
β Significantly underperformed the S&P 500 by 11.4% ann.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $45.53 (2024 Q2) Β· Worst: $49.27 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 5.48% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size