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Vanguard Malvern Fds strm infproidx shares owned by Pine Harbor Wealth Management

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

Historical chart of Pine Harbor 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 Pine Harbor 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 Pine Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 21k 49.31
2024-06-30 $2.3M 48k 48.54
2024-03-31 $2.7M 57k 47.89
2023-12-31 $6.9M 146k 47.49

More positions owned by Pine Harbor Wealth Management

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Pine Harbor Wealth Management

Top funds holding Vanguard Malvern Fds strm infproidx

Jpmorgan Chase & Co
Goldman Sachs Group
Sei Investments
FMR
ValMark Advisers
Cambridge Associates
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Bank of America Corporation
Betterment
Colony
Envestnet Asset Management
Buckingham Strategic Partners
Sontag Advisory
Alesco Advisors
Wells Fargo & Company

View all funds holding Vanguard Malvern Fds strm infproidx