Avitas Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Avitas Wealth Management LLC

$701 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 02, 2023	BUY	$46.9 - $47.47 $9,051 - $9,161	193 Added 1.42%	13,815 $653,000
Q2 2023 Jul 18, 2023	BUY	$47.37 - $48.0 $19,705 - $19,968	416 Added 3.15%	13,622 $645,000
Q1 2023 May 15, 2023	BUY	$46.62 - $47.83 $4,289 - $4,400	92 Added 0.7%	13,206 $631,000
Q4 2022 Jan 10, 2023	SELL	$46.71 - $48.22 $7.78 Million - $8.04 Million	-166,643 Reduced 92.7%	13,114 $0
Q3 2022 Oct 27, 2022	SELL	$48.11 - $50.34 $98,914 - $103,499	-2,056 Reduced 1.13%	179,757 $8.65 Million
Q2 2022 Jul 29, 2022	BUY	$50.05 - $51.06 $98,748 - $100,741	1,973 Added 1.1%	181,813 $9.11 Million
Q1 2022 Apr 28, 2022	BUY	$50.6 - $52.11 $241,109 - $248,304	4,765 Added 2.72%	179,840 $9.21 Million
Q4 2021 Jan 26, 2022	BUY	$51.18 - $52.61 $8.96 Million - $9.21 Million	175,075 New	175,075 $9 Million

Others Institutions Holding VTIP

# of Institutions

758

Shares Held

140M

Call Options Held

14.1K

Put Options Held

7.6K

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