Beta Wealth Group, Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History

Beta Wealth Group, Inc.

$203 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	SELL	$46.71 - $48.22 $414,317 - $427,711	-8,870 Reduced 22.59%	30,390 $1.42 Million
Q3 2022 Nov 01, 2022	SELL	$48.11 - $50.34 $56,625 - $59,250	-1,177 Reduced 2.91%	39,260 $1.89 Million
Q2 2022 Aug 05, 2022	BUY	$50.05 - $51.06 $814,763 - $831,205	16,279 Added 67.39%	40,437 $2.03 Million
Q1 2022 May 12, 2022	SELL	$50.6 - $52.11 $4,705 - $4,846	-93 Reduced 0.38%	24,158 $1.24 Million
Q3 2021 Nov 12, 2021	SELL	$51.92 - $52.8 $175,022 - $177,988	-3,371 Reduced 12.2%	24,251 $1.28 Million
Q2 2021 Aug 16, 2021	BUY	$51.54 - $52.44 $59,580 - $60,620	1,156 Added 4.37%	27,622 $1.45 Million
Q1 2021 May 11, 2021	BUY	$51.11 - $51.73 $1.35 Million - $1.37 Million	26,466 New	26,466 $1.36 Million

Others Institutions Holding VTIP

# of Institutions

752

Shares Held

119M

Call Options Held

21.1K

Put Options Held

1.9K

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