Vanguard Malvern Fds strm infproidx shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Vanguard Malvern Fds strm infproidx (VTIP) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Vanguard Malvern Fds strm infproidx
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Quarterly reported holdings in Vanguard Malvern Fds strm infproidx by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $336k | 6.9k | 48.42 |
| 2024-09-30 | $347k | 7.0k | 49.31 |
| 2024-06-30 | $345k | 7.1k | 48.54 |
| 2024-03-31 | $332k | 6.9k | 47.89 |
| 2023-09-30 | $329k | 7.0k | 47.28 |
| 2023-06-30 | $323k | 6.8k | 47.42 |
| 2023-03-31 | $329k | 6.9k | 47.82 |
| 2022-12-31 | $317k | 6.8k | 46.71 |
| 2022-09-30 | $354k | 7.4k | 48.10 |
| 2022-06-30 | $390k | 7.8k | 50.14 |
| 2022-03-31 | $336k | 6.6k | 51.14 |
| 2021-12-31 | $335k | 6.5k | 51.38 |
| 2021-09-30 | $343k | 6.5k | 52.61 |
| 2021-06-30 | $278k | 5.3k | 52.32 |
| 2020-12-31 | $352k | 6.9k | 51.16 |
| 2020-09-30 | $326k | 6.4k | 51.02 |
| 2020-06-30 | $301k | 6.0k | 50.18 |
| 2020-03-31 | $424k | 8.7k | 48.67 |
| 2019-12-31 | $399k | 8.1k | 49.29 |
| 2019-09-30 | $427k | 8.7k | 49.02 |
| 2019-06-30 | $616k | 13k | 49.34 |
| 2019-03-31 | $1.1M | 23k | 48.66 |
| 2018-12-31 | $5.5M | 115k | 47.92 |
| 2018-09-30 | $23M | 466k | 48.37 |
| 2018-06-30 | $22M | 445k | 48.85 |
| 2018-03-31 | $21M | 425k | 48.91 |
| 2017-12-31 | $20M | 403k | 48.82 |
| 2017-09-30 | $19M | 378k | 49.45 |
| 2017-06-30 | $18M | 365k | 49.23 |
| 2016-12-31 | $17M | 337k | 49.16 |
| 2016-09-30 | $17M | 333k | 49.65 |
| 2016-06-30 | $15M | 304k | 49.48 |
| 2016-03-31 | $15M | 301k | 49.13 |
| 2015-12-31 | $14M | 295k | 48.35 |
| 2015-09-30 | $14M | 285k | 48.38 |
| 2015-06-30 | $13M | 274k | 48.68 |
| 2015-03-31 | $13M | 259k | 48.46 |
| 2014-12-31 | $11M | 235k | 48.24 |
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