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

Topel & Distasi Wealth Management, LLC

$241 Million
Q3 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 42,571 shares of VCSH stock, worth $3.33 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

42,571

Previous 42,038 1.27%

Holding current value

$3.33 Million

Previous $3.25 Million 4.06%

% of portfolio

1.4%

Previous 1.43%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$76.94 - $79.54 $41,009 - $42,394	533 Added 1.27%	42,571 $3.38 Million
Q2 2024 Aug 09, 2024	SELL	$76.35 - $77.35 $9,162 - $9,282	-120 Reduced 0.28%	42,038 $3.25 Million
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	$73.35 - $75.8 $251,150 - $259,539	3,424 Added 9.45%	39,647 $2.98 Million
Q3 2022 Nov 21, 2022	SELL	$74.01 - $77.39 $259,331 - $271,174	-3,504 Reduced 8.82%	36,223 $2.71 Million
Q2 2022 Aug 05, 2022	SELL	$75.21 - $77.95 $3.33 Million - $3.46 Million	-44,329 Reduced 52.74%	39,727 $3.03 Million
Q1 2022 Apr 21, 2022	BUY	$77.77 - $81.19 $20,997 - $21,921	270 Added 0.32%	84,056 $6.56 Million
Q4 2021 Feb 23, 2022	BUY	$81.21 - $82.44 $6.8 Million - $6.91 Million	83,786 New	83,786 $6.81 Million

Others Institutions Holding VCSH

# of Institutions

1,358

Shares Held

311M

Call Options Held

7.7K

Put Options Held

5.1K

View Full List

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
Sector ETFs
Industry ETFs

More about VCSH

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 Sht Term Corp Bd ETF Transaction History