Topel & Distasi Wealth Management, LLC Vanguard Ftse Developed Market Transaction History

Topel & Distasi Wealth Management, LLC

$241 Million
Q3 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 137,228 shares of VEA stock, worth $6.53 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares

137,228

Previous 140,793 2.53%

Holding current value

$6.53 Million

Previous $6.96 Million 4.17%

% of portfolio

3.01%

Previous 3.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$47.6 - $53.31 $169,694 - $190,050	-3,565 Reduced 2.53%	137,228 $7.25 Million
Q2 2024 Aug 09, 2024	SELL	$47.83 - $51.21 $39,029 - $41,787	-816 Reduced 0.58%	140,793 $6.96 Million
Q1 2024 May 06, 2024	SELL	$46.21 - $50.27 $301,797 - $328,313	-6,531 Reduced 4.41%	141,609 $7.1 Million
Q4 2023 Jan 12, 2024	SELL	$41.58 - $47.99 $36,465 - $42,087	-877 Reduced 0.59%	148,140 $7.1 Million
Q3 2023 Nov 06, 2023	BUY	$43.5 - $47.63 $38,889 - $42,581	894 Added 0.6%	149,017 $6.52 Million
Q2 2023 Aug 07, 2023	SELL	$44.63 - $47.33 $20,083 - $21,298	-450 Reduced 0.3%	148,123 $6.84 Million
Q1 2023 May 12, 2023	SELL	$42.2 - $46.17 $1.45 Million - $1.59 Million	-34,346 Reduced 18.78%	148,573 $6.71 Million
Q4 2022 Jan 31, 2023	SELL	$36.19 - $43.78 $15,742 - $19,044	-435 Reduced 0.24%	182,919 $7.68 Million
Q3 2022 Nov 21, 2022	BUY	$36.19 - $43.74 $1.01 Million - $1.22 Million	27,800 Added 17.87%	183,354 $7.71 Million
Q2 2022 Aug 05, 2022	BUY	$40.38 - $48.66 $245,994 - $296,436	6,092 Added 4.08%	155,554 $6.35 Million
Q1 2022 Apr 21, 2022	BUY	$44.13 - $51.72 $263,103 - $308,354	5,962 Added 4.15%	149,462 $7.18 Million
Q4 2021 Feb 23, 2022	BUY	$49.38 - $52.95 $7.09 Million - $7.6 Million	143,500 New	143,500 $7.33 Million

Others Institutions Holding VEA

# of Institutions

2,384

Shares Held

2.11B

Call Options Held

217K

Put Options Held

607K

View Full List

About VANGUARD FTSE DEVELOPED MARKET

Ticker VEA
Sector ETFs
Industry ETFs

More about VEA

Track This Portfolio

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.

Account

Topel & Distasi Wealth Management, LLC Vanguard Ftse Developed Market Transaction History