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Vanguard Malvern Fds strm infproidx shares owned by Zrc Wealth Management

Quarter-by-quarter ownership of Vanguard Malvern Fds strm infproidx (VTIP) shares owned by Zrc Wealth Management from 13F filings

Historical chart of Zrc Wealth Management investment in Vanguard Malvern Fds strm infproidx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds strm infproidx held by Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds strm infproidx by Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $16k 329 47.89
2023-12-31 $23k 476 47.28
2023-09-30 $66k 1.4k 47.28
2023-06-30 $66k 1.4k 47.42
2023-03-31 $67k 1.4k 47.82

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Zrc Wealth Management

Top funds holding Vanguard Malvern Fds strm infproidx

Sei Investments
ValMark Advisers
Bank of America Corporation
Betterment
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Buckingham Asset Management
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Alesco Advisors
Sontag Advisory
HighTower Advisors
Charles Schwab Investment Management
CI Private Wealth
Buckingham Strategic Partners

View all funds holding Vanguard Malvern Fds strm infproidx