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

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 5,444 shares of VBK stock, worth $1.53 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
5,444
Previous 5,444 -0.0%
Holding current value
$1.53 Million
Previous $1.36 Million 6.91%
% of portfolio
0.6%
Previous 0.6%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
SELL
$231.0 - $260.72 $9,009 - $10,168
-39 Reduced 0.71%
5,444 $1.42 Million
Q4 2023

Jan 12, 2024
BUY
$196.36 - $245.46 $7,658 - $9,572
39 Added 0.72%
5,483 $1.33 Million
Q2 2022

Aug 05, 2022
BUY
$188.16 - $253.27 $163,511 - $220,091
869 Added 18.99%
5,444 $1.07 Million
Q1 2022

Apr 21, 2022
BUY
$224.28 - $282.83 $222,934 - $281,133
994 Added 27.76%
4,575 $1.14 Million
Q4 2021

Feb 23, 2022
BUY
$269.22 - $305.79 $964,076 - $1.1 Million
3,581 New
3,581 $1.01 Million

Others Institutions Holding VBK

# of Institutions
1,117
Shares Held
42.2M
Call Options Held
53.1K
Put Options Held
28.3K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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