Delap Wealth Advisory, LLC Vanguard Intermediate Term Tre Transaction History

Delap Wealth Advisory, LLC

$158 Billion
Q3 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 124,698 shares of VGIT stock, worth $7.27 Million. This represents 4.76% of its overall portfolio holdings.

Number of Shares

124,698

Previous 107,142 16.39%

Holding current value

$7.27 Million

Previous $6.24 Billion 20.76%

% of portfolio

4.76%

Previous 2.87%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

753

Shares Held

387M

Call Options Held

26.7K

Put Options Held

12K

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