Ownership history in Integrity Wealth Solutions LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Integrity Wealth Solutions LLC reported a position in VANGUARD MALVERN FDS (VPLS). 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 | 73,818 | +11,408 | +18.3% | 2.28% | $5.8M | $77.57 |
| 2025 Q3 | ADDED | 62,410 | +18,785 | +43.1% | 2.19% | $4.9M | $76.74 |
| 2025 Q2 | ADDED | 43,625 | +6,553 | +17.7% | 1.65% | $3.4M | $75.06 |
| 2025 Q1 | ADDED | 37,072 | +9,409 | +34.0% | 1.56% | $2.9M | $73.96 |
| 2024 Q4 | ADDED | 27,663 | +4,458 | +19.2% | 1.18% | $2.1M | $71.92 |
| 2024 Q3 | ADDED | 23,205 | +2,928 | +14.4% | 1.07% | $1.8M | $73.94 |
| 2024 Q2 | ADDED | 20,277 | +5,481 | +37.0% | 1.00% | $1.5M | $70.18 |
| 2024 Q1 | INITIATED | 14,796 | — | — | 0.74% | $1.1M | — |
As of 2025 Q4 — sorted by position size