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

Topel & Distasi Wealth Management, LLC

$241 Million
Q3 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 25,763 shares of VCIT stock, worth $2.09 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

25,763

Previous 25,367 1.56%

Holding current value

$2.09 Million

Previous $2.03 Million 6.41%

% of portfolio

0.89%

Previous 0.89%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$79.29 - $84.02 $31,398 - $33,271	396 Added 1.56%	25,763 $2.16 Million
Q2 2024 Aug 09, 2024	BUY	$77.99 - $80.49 $86,178 - $88,941	1,105 Added 4.55%	25,367 $2.03 Million
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	$73.66 - $79.75 $147 - $159	-2 Reduced 0.01%	23,983 $1.86 Million
Q3 2022 Nov 21, 2022	SELL	$74.85 - $82.96 $10,778 - $11,946	-144 Reduced 0.6%	23,985 $1.84 Million
Q2 2022 Aug 05, 2022	BUY	$78.1 - $85.93 $481,408 - $529,672	6,164 Added 34.31%	24,129 $1.93 Million
Q1 2022 Apr 21, 2022	BUY	$85.05 - $92.24 $661,518 - $717,442	7,778 Added 76.35%	17,965 $1.55 Million
Q4 2021 Feb 23, 2022	BUY	$92.55 - $94.67 $942,806 - $964,403	10,187 New	10,187 $945,000

Others Institutions Holding VCIT

# of Institutions

1,171

Shares Held

485M

Call Options Held

37.7K

Put Options Held

125K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

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