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Vanguard Malvern Fds strm infproidx shares owned by Watershed Private Wealth

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

Historical chart of Watershed Private Wealth 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 Watershed Private Wealth 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 Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 25k 47.49
2023-09-30 $1.3M 27k 47.28
2023-06-30 $1.4M 29k 47.42
2023-03-31 $1.2M 26k 47.82
2022-12-31 $1.2M 25k 46.71

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)

View all positions for Watershed Private Wealth

Top funds holding Vanguard Malvern Fds strm infproidx

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

View all funds holding Vanguard Malvern Fds strm infproidx