Topel & Distasi Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Topel & Distasi Wealth Management, LLC

$234 Million
Q4 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 6,530 shares of VTIP stock, worth $319,186. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,530

Previous 6,583 0.81%

Holding current value

$319,186

Previous $324,000 2.47%

% of portfolio

0.14%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$48.33 - $49.08 $2,561 - $2,601	-53 Reduced 0.81%	6,530 $316,000
Q3 2024 Nov 12, 2024	SELL	$48.06 - $49.39 $48,877 - $50,229	-1,017 Reduced 13.38%	6,583 $324,000
Q1 2024 May 06, 2024	BUY	$47.38 - $47.91 $5,448 - $5,509	115 Added 1.54%	7,600 $363,000
Q3 2023 Nov 06, 2023	BUY	$46.9 - $47.47 $1,547 - $1,566	33 Added 0.44%	7,485 $353,000
Q1 2023 May 12, 2023	BUY	$46.62 - $47.83 $1,724 - $1,769	37 Added 0.5%	7,452 $356,000
Q3 2022 Nov 21, 2022	SELL	$48.11 - $50.34 $6,831 - $7,148	-142 Reduced 1.88%	7,415 $354,000
Q2 2022 Aug 05, 2022	SELL	$50.05 - $51.06 $6,156 - $6,280	-123 Reduced 1.6%	7,557 $379,000
Q4 2021 Feb 23, 2022	BUY	$51.18 - $52.61 $393,062 - $404,044	7,680 New	7,680 $395,000

Others Institutions Holding VTIP

# of Institutions

767

Shares Held

143M

Call Options Held

14.1K

Put Options Held

7.6K

View Full List

About VANGUARD SHT TRM INFLT-PROT FD

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Topel & Distasi Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History