Topel & Distasi Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Topel & Distasi Wealth Management, LLC

  • $228 Million
  • Q2 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 24,326 shares of ESGV stock, worth $2.47 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
24,326
Previous 24,391 0.27%
Holding current value
$2.47 Million
Previous $2.27 Million 3.43%
% of portfolio
1.03%
Previous 1.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$87.24 - $97.37 $5,670 - $6,329
-65 Reduced 0.27%
24,326 $2.35 Million
Q1 2024

May 06, 2024
SELL
$83.14 - $93.19 $3,990 - $4,473
-48 Reduced 0.2%
24,391 $2.27 Million
Q4 2023

Jan 12, 2024
SELL
$71.95 - $85.41 $14,821 - $17,594
-206 Reduced 0.84%
24,439 $2.08 Million
Q3 2023

Nov 06, 2023
SELL
$74.65 - $81.1 $51,508 - $55,958
-690 Reduced 2.72%
24,645 $1.85 Million
Q2 2023

Aug 07, 2023
BUY
$70.39 - $78.35 $6,616 - $7,364
94 Added 0.37%
25,335 $1.98 Million
Q1 2023

May 12, 2023
BUY
$65.27 - $73.55 $410,874 - $462,997
6,295 Added 33.23%
25,241 $1.81 Million
Q4 2022

Jan 31, 2023
BUY
$62.41 - $70.74 $47,181 - $53,479
756 Added 4.16%
18,946 $1.25 Million
Q3 2022

Nov 21, 2022
SELL
$62.91 - $76.54 $66,307 - $80,673
-1,054 Reduced 5.48%
18,190 $1.25 Million
Q2 2022

Aug 05, 2022
BUY
$63.97 - $82.17 $2,558 - $3,286
40 Added 0.21%
19,244 $1.28 Million
Q1 2022

Apr 21, 2022
BUY
$74.15 - $88.3 $92,242 - $109,845
1,244 Added 6.93%
19,204 $1.56 Million
Q4 2021

Feb 23, 2022
BUY
$79.7 - $88.45 $1.43 Million - $1.59 Million
17,960 New
17,960 $1.58 Million

Others Institutions Holding ESGV

# of Institutions
526
Shares Held
30.4M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
Track This Portfolio

Track Topel & Distasi Wealth Management, LLC Portfolio

Follow Topel & Distasi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email