Topel & Distasi Wealth Management, LLC Vanguard Sht Term Corp Bd ETF Transaction History

Topel & Distasi Wealth Management, LLC

$226 Million
Q1 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 42,158 shares of VCSH stock, worth $3.27 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

42,158

Previous 41,105 2.56%

Holding current value

$3.27 Million

Previous $3.18 Million 2.48%

% of portfolio

1.44%

Previous 1.51%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$76.87 - $77.64 $80,944 - $81,754	1,053 Added 2.56%	42,158 $3.26 Million
Q4 2023 Jan 12, 2024	BUY	$74.49 - $77.37 $140,711 - $146,151	1,889 Added 4.82%	41,105 $3.18 Million
Q3 2023 Nov 06, 2023	SELL	$74.99 - $75.99 $45,968 - $46,581	-613 Reduced 1.54%	39,216 $2.95 Million
Q2 2023 Aug 07, 2023	BUY	$75.46 - $76.54 $1,358 - $1,377	18 Added 0.05%	39,829 $3.01 Million
Q1 2023 May 12, 2023	BUY	$74.76 - $76.57 $12,260 - $12,557	164 Added 0.41%	39,811 $3.03 Million

Q4 2022 Jan 31, 2023	BUY	$73.84 - $75.8 $252,828 - $259,539	3,424 Added 9.45%	39,647 $2.98 Million
Q3 2022 Nov 21, 2022	SELL	N/A	-3,504 Reduced 8.82%	36,223 $2.71 Million
Q2 2022 Aug 05, 2022	SELL	N/A	-44,329 Reduced 52.74%	39,727 $3.03 Million
Q1 2022 Apr 21, 2022	BUY	N/A	270 Added 0.32%	84,056 $6.56 Million
Q4 2021 Feb 23, 2022	BUY	N/A	83,786 New	83,786 $6.81 Million

Others Institutions Holding VCSH

# of Institutions

1,329

Shares Held

333M

Call Options Held

22.8K

Put Options Held

View Full List

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
Sector ETFs
Industry ETFs

More about VCSH

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Topel & Distasi Wealth Management, LLC Vanguard Sht Term Corp Bd ETF Transaction History