Delap Wealth Advisory, LLC Vanguard Intermediate Term Tre Transaction History

Delap Wealth Advisory, LLC

$247 Billion
Q1 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 99,224 shares of VGIT stock, worth $5.75 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares

99,224

Previous 137,725 27.95%

Holding current value

$5.75 Million

Previous $8.17 Billion 28.89%

% of portfolio

2.35%

Previous 3.7%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$58.07 - $59.52 $2.24 Million - $2.29 Million	-38,501 Reduced 27.95%	99,224 $5.81 Billion
Q4 2023 Feb 14, 2024	BUY	$56.15 - $59.51 $3.48 Million - $3.68 Million	61,898 Added 81.63%	137,725 $8.17 Billion
Q3 2023 Nov 13, 2023	SELL	$56.93 - $59.05 $334,577 - $347,036	-5,877 Reduced 7.19%	75,827 $4.33 Billion
Q2 2023 Aug 08, 2023	BUY	$58.61 - $60.65 $162,525 - $168,182	2,773 Added 3.51%	81,704 $4.79 Billion
Q1 2023 May 15, 2023	SELL	$57.72 - $60.39 $43,694 - $45,715	-757 Reduced 0.95%	78,931 $4.73 Billion

Q4 2022 Feb 13, 2023	BUY	$57.26 - $59.67 $4.56 Million - $4.75 Million	79,688 New	79,688 $4.66 Billion

Others Institutions Holding VGIT

# of Institutions

694

Shares Held

333M

Call Options Held

19.2K

Put Options Held

17.5K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

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Delap Wealth Advisory, LLC Vanguard Intermediate Term Tre Transaction History