Topel & Distasi Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Topel & Distasi Wealth Management, LLC

$226 Million
Q1 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 19,247 shares of VB stock, worth $4.19 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares

19,247

Previous 19,191 0.29%

Holding current value

$4.19 Million

Previous $4.09 Million 7.45%

% of portfolio

1.95%

Previous 1.95%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$204.0 - $228.59 $11,424 - $12,801	56 Added 0.29%	19,247 $4.4 Million
Q4 2023 Jan 12, 2024	SELL	$175.26 - $215.9 $52,227 - $64,338	-298 Reduced 1.53%	19,191 $4.09 Million
Q3 2023 Nov 06, 2023	SELL	$186.24 - $208.75 $30,729 - $34,443	-165 Reduced 0.84%	19,489 $3.68 Million
Q2 2023 Aug 07, 2023	BUY	$181.26 - $198.89 $13,957 - $15,314	77 Added 0.39%	19,654 $3.91 Million
Q1 2023 May 12, 2023	SELL	$179.51 - $208.76 $55,289 - $64,298	-308 Reduced 1.55%	19,577 $3.71 Million

Q4 2022 Jan 31, 2023	BUY	$179.99 - $196.57 $17,819 - $19,460	99 Added 0.5%	19,885 $3.65 Million
Q3 2022 Nov 21, 2022	BUY	N/A	1,153 Added 6.19%	19,786 $3.8 Million
Q2 2022 Aug 05, 2022	BUY	N/A	1,284 Added 7.4%	18,633 $3.28 Million
Q1 2022 Apr 21, 2022	BUY	N/A	159 Added 0.92%	17,349 $3.69 Million
Q4 2021 Feb 23, 2022	BUY	N/A	17,190 New	17,190 $3.89 Million

Others Institutions Holding VB

# of Institutions

1,974

Shares Held

144M

Call Options Held

176K

Put Options Held

90.8K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Topel & Distasi Wealth Management, LLC Vanguard Small Cap ETF Transaction History