Topel & Distasi Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History

Topel & Distasi Wealth Management, LLC

$226 Million
Q1 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 24,262 shares of VCIT stock, worth $1.95 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

24,262

Previous 23,199 4.58%

Holding current value

$1.95 Million

Previous $1.89 Million 3.61%

% of portfolio

0.86%

Previous 0.9%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$79.39 - $81.28 $84,391 - $86,400	1,063 Added 4.58%	24,262 $1.95 Million
Q4 2023 Jan 12, 2024	SELL	$73.81 - $81.64 $127,322 - $140,829	-1,725 Reduced 6.92%	23,199 $1.89 Million
Q3 2023 Nov 06, 2023	BUY	$75.83 - $79.4 $32,227 - $33,745	425 Added 1.73%	24,924 $1.89 Million
Q2 2023 Aug 07, 2023	SELL	$78.33 - $80.78 $18,015 - $18,579	-230 Reduced 0.93%	24,499 $1.94 Million
Q1 2023 May 12, 2023	BUY	$77.23 - $81.35 $57,613 - $60,687	746 Added 3.11%	24,729 $1.98 Million

Q4 2022 Jan 31, 2023	SELL	$74.73 - $79.75 $149 - $159	-2 Reduced 0.01%	23,983 $1.86 Million
Q3 2022 Nov 21, 2022	SELL	N/A	-144 Reduced 0.6%	23,985 $1.84 Million
Q2 2022 Aug 05, 2022	BUY	N/A	6,164 Added 34.31%	24,129 $1.93 Million
Q1 2022 Apr 21, 2022	BUY	N/A	7,778 Added 76.35%	17,965 $1.55 Million
Q4 2021 Feb 23, 2022	BUY	N/A	10,187 New	10,187 $945,000

Others Institutions Holding VCIT

# of Institutions

1,108

Shares Held

463M

Call Options Held

87.4K

Put Options Held

22.8K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
Sector ETFs
Industry ETFs

More about VCIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Topel & Distasi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topel & Distasi Wealth Management, LLC with notifications on news.

Account

Topel & Distasi Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History