Ownership history in Aerodigm Wealth, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Aerodigm Wealth, LLC reported a position in VANGUARD MALVERN FDS (VTIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 86,101 | +9,973 | +13.1% | 1.50% | $4.3M | $49.46 |
| 2025 Q3 | ADDED | 76,128 | +17,003 | +28.8% | 1.60% | $3.8M | $49.27 |
| 2025 Q2 | ADDED | 59,125 | +8,858 | +17.6% | 1.43% | $3.0M | $48.51 |
| 2025 Q1 | ADDED | 50,267 | +5,149 | +11.4% | 1.40% | $2.5M | $48.06 |
| 2024 Q4 | ADDED | 45,118 | +5,426 | +13.7% | 1.31% | $2.2M | $46.63 |
| 2024 Q3 | ADDED | 39,692 | +3,809 | +10.6% | 1.24% | $2.0M | $46.68 |
| 2024 Q2 | REDUCED | 35,883 | -85 | -0.2% | 0.80% | $1.7M | $45.53 |
| 2024 Q1 | REDUCED | 35,968 | -20,126 | -35.9% | 0.70% | $1.7M | $44.90 |
| 2023 Q4 | ADDED | 56,094 | +35,605 | +173.8% | 1.21% | $2.7M | $44.52 |
| 2023 Q3 | REDUCED | 20,489 | -2,401 | -10.5% | 0.93% | $969K | $43.42 |
As of 2025 Q4 — sorted by position size