Delap Wealth Advisory, LLC Vanguard Intermediate Term Tre Transaction History

Delap Wealth Advisory, LLC

$167 Billion
Q4 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 148,215 shares of VGIT stock, worth $8.68 Million. This represents 5.14% of its overall portfolio holdings.

Number of Shares

148,215

Previous 124,698 18.86%

Holding current value

$8.68 Million

Previous $7.53 Billion 14.1%

% of portfolio

5.14%

Previous 4.76%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$57.78 - $60.4 $1.36 Million - $1.42 Million	23,517 Added 18.86%	148,215 $8.6 Billion
Q3 2024 Nov 12, 2024	BUY	$57.8 - $60.8 $1.01 Million - $1.07 Million	17,556 Added 16.39%	124,698 $7.53 Billion
Q2 2024 Aug 13, 2024	BUY	$57.14 - $58.53 $452,434 - $463,440	7,918 Added 7.98%	107,142 $6.24 Billion
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	$57.14 - $59.67 $4.55 Million - $4.75 Million	79,688 New	79,688 $4.66 Billion

Others Institutions Holding VGIT

# of Institutions

852

Shares Held

404M

Call Options Held

19.7K

Put Options Held

8.6K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Delap Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delap Wealth Advisory, LLC with notifications on news.

Account

Delap Wealth Advisory, LLC Vanguard Intermediate Term Tre Transaction History