Topel & Distasi Wealth Management, LLC Vanguard Intermediate Term Tre 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 Tre stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 18,064 shares of VGIT stock, worth $1.06 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

18,064

Previous 16,336 10.58%

Holding current value

$1.06 Million

Previous $969,000 9.08%

% of portfolio

0.47%

Previous 0.46%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$58.07 - $59.52 $100,344 - $102,850	1,728 Added 10.58%	18,064 $1.06 Million
Q4 2023 Jan 12, 2024	SELL	$56.15 - $59.51 $541,791 - $574,211	-9,649 Reduced 37.13%	16,336 $969,000
Q3 2023 Nov 06, 2023	SELL	$56.93 - $59.05 $200,962 - $208,446	-3,530 Reduced 11.96%	25,985 $1.49 Million
Q2 2023 Aug 07, 2023	SELL	$58.61 - $60.65 $15,590 - $16,132	-266 Reduced 0.89%	29,515 $1.73 Million
Q1 2023 May 12, 2023	BUY	$57.72 - $60.39 $426,435 - $446,161	7,388 Added 32.99%	29,781 $1.79 Million

Q4 2022 Jan 31, 2023	SELL	$57.26 - $59.67 $1,030 - $1,074	-18 Reduced 0.08%	22,393 $1.31 Million
Q3 2022 Nov 21, 2022	BUY	N/A	7,548 Added 50.78%	22,411 $1.31 Million
Q2 2022 Aug 05, 2022	SELL	N/A	-3,641 Reduced 19.68%	14,863 $909,000
Q1 2022 Apr 21, 2022	BUY	N/A	10,480 Added 130.61%	18,504 $1.16 Million
Q4 2021 Feb 23, 2022	BUY	N/A	8,024 New	8,024 $533,000

Others Institutions Holding VGIT

# of Institutions

696

Shares Held

333M

Call Options Held

19.2K

Put Options Held

17.5K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

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 Tre Transaction History