Topel & Distasi Wealth Management, LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 6,148 shares of VBR stock, worth $1.32 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

6,148

Previous 6,148 -0.0%

Holding current value

$1.32 Million

Previous $1.12 Million 9.98%

% of portfolio

0.51%

Previous 0.49%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	SELL	$172.45 - $191.88 $8,967 - $9,977	-52 Reduced 0.84%	6,148 $1.18 Million
Q4 2023 Jan 12, 2024	SELL	$149.18 - $181.94 $79,662 - $97,155	-534 Reduced 7.93%	6,200 $1.12 Million
Q1 2023 May 12, 2023	BUY	$150.22 - $177.69 $123,931 - $146,594	825 Added 13.96%	6,734 $1.07 Million
Q2 2022 Aug 05, 2022	BUY	$146.67 - $178.24 $93,282 - $113,360	636 Added 12.06%	5,909 $885,000
Q1 2022 Apr 21, 2022	SELL	$165.62 - $182.58 $94,403 - $104,070	-570 Reduced 9.76%	5,273 $928,000
Q4 2021 Feb 23, 2022	BUY	$168.72 - $185.72 $985,830 - $1.09 Million	5,843 New	5,843 $1.05 Million

Others Institutions Holding VBR

# of Institutions

1,541

Shares Held

92.3M

Call Options Held

53.2K

Put Options Held

22.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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