Kivalia Investment Advice Platform Log In / Sign Up
401k, 403b plan

Vanguard Retirement Portfolio

Send me updates


Share this plan


Plan was created by rolando on 9/22/2013.
Number of Followers: 1


COMMENTS plan comments help
Add Comment
To add a new comment
Log In or Sign Up
close help

Plan Comments

Join the conversation and comment or ask questions about the plan, its investment options, or the model portfolios provided.


TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
Vanguard Tax-Managed Small Cap Fund Admiral SharesVTMSXwas removed by rolando2/15/2014
Vanguard Small Capitalization Growth Index Fund Investor SharesVISGXwas added by rolando2/15/2014Remove
Vanguard Small Capitalization Growth Index Fund Investor SharesVISGXwas removed by rolando2/15/2014Remove
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXwas added by rolando2/15/2014Remove
Vanguard Health Care Fund Admiral SharesVGHAXwas added by rolando2/15/2014Remove
Vanguard Developed Markets Index Fund Admiral SharesVDMAXwas added by rolando2/15/2014Remove
Vanguard Wellington Fund Admiral SharesVWENXwas added by rolando2/15/2014Remove
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by rolando2/15/2014Remove
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXwas added by rolando2/15/2014Remove
Vanguard Small Capitalization Growth Index Fund Investor SharesVISGXwas added by rolando2/15/2014Remove
Vanguard Extended Market Index Fund Admiral SharesVEXAXwas added by rolando2/15/2014Remove
Vanguard Selected Value Fund Investor SharesVASVXwas added by rolando2/15/2014Remove
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXwas added by rolando2/15/2014Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by rolando2/15/2014Remove
Vanguard High Dividend Yield Index Fund Investor SharesVHDYXwas added by rolando2/15/2014Remove
Vanguard Growth Index Fund Admiral SharesVIGAXwas added by rolando2/15/2014Remove
Vanguard Explorer Value Fund Investor SharesVEVFXwas removed by rolando2/15/2014
Vanguard Small Capitalization Growth Index Fund Investor SharesVISGXwas removed by rolando2/15/2014Remove
Vanguard Capital Opportunity Fund Admiral SharesVHCAXwas removed by rolando2/15/2014
Vanguard Diversified Equity Fund Investor SharesVDEQXwas removed by rolando2/15/2014
Vanguard High Dividend Yield Index Fund Investor SharesVHDYXwas removed by rolando2/15/2014Remove
Vanguard FTSE Social Index Fund Investor SharesVFTSXwas removed by rolando2/15/2014
Vanguard Balanced Index Fund Admiral SharesVBIAXwas removed by rolando2/15/2014
Vanguard Wellington Fund Admiral SharesVWENXwas removed by rolando2/15/2014Remove
Vanguard Pacific Stock Index Fund Admiral SharesVPADXwas removed by rolando2/15/2014
Vanguard Developed Markets Index Fund Admiral SharesVTMGXwas removed by rolando2/15/2014
Vanguard Global Equity Fund Investor SharesVHGEXwas removed by rolando2/15/2014
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXwas removed by rolando2/15/2014Remove
Vanguard Pacific Stock Index Fund Admiral SharesVPADXwas added by rolando9/22/2013
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXwas added by rolando9/22/2013Remove
Vanguard Global Equity Fund Investor SharesVHGEXwas added by rolando9/22/2013
Vanguard Developed Markets Index Fund Admiral SharesVTMGXwas added by rolando9/22/2013
Vanguard Wellington Fund Admiral SharesVWENXwas added by rolando9/22/2013Remove
Vanguard Balanced Index Fund Admiral SharesVBIAXwas added by rolando9/22/2013
Vanguard Small Capitalization Growth Index Fund Investor SharesVISGXwas added by rolando9/22/2013Remove
Vanguard Tax-Managed Small Cap Fund Admiral SharesVTMSXwas added by rolando9/22/2013
Vanguard Explorer Value Fund Investor SharesVEVFXwas added by rolando9/22/2013
Vanguard Capital Opportunity Fund Admiral SharesVHCAXwas added by rolando9/22/2013
Vanguard Diversified Equity Fund Investor SharesVDEQXwas added by rolando9/22/2013
Vanguard High Dividend Yield Index Fund Investor SharesVHDYXwas added by rolando9/22/2013Remove
Vanguard FTSE Social Index Fund Investor SharesVFTSXwas added by rolando9/22/2013
close help

Plan Transactions

This section details the different updates made to the plan over time, such as when new investment options become available, etc...
close help

Following Plans

Following a plan allows you to:
  • Access the plan directly from your profile page
  • Receive e-mail alerts when the plan is rebalanced, or changed
  • Make modifications and contribute to the plan information