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

Topel & Distasi Wealth Management, LLC

$234 Million
Q4 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 10,800 shares of VO stock, worth $2.92 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

10,800

Previous 11,544 6.44%

Holding current value

$2.92 Million

Previous $3.05 Million 6.34%

% of portfolio

1.22%

Previous 1.26%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$261.5 - $284.63 $194,556 - $211,764	-744 Reduced 6.44%	10,800 $2.85 Million
Q3 2024 Nov 12, 2024	SELL	$237.84 - $263.83 $12,129 - $13,455	-51 Reduced 0.44%	11,544 $3.05 Million
Q2 2024 Aug 09, 2024	SELL	$234.99 - $248.98 $21,854 - $23,155	-93 Reduced 0.8%	11,595 $2.81 Million
Q1 2024 May 06, 2024	SELL	$225.86 - $249.86 $217,051 - $240,115	-961 Reduced 7.6%	11,688 $2.92 Million
Q4 2023 Jan 12, 2024	SELL	$195.66 - $233.95 $38,740 - $46,322	-198 Reduced 1.54%	12,649 $2.94 Million
Q3 2023 Nov 06, 2023	SELL	$206.6 - $228.23 $28,924 - $31,952	-140 Reduced 1.08%	12,847 $2.68 Million
Q2 2023 Aug 07, 2023	SELL	$203.43 - $220.16 $1,017 - $1,100	-5 Reduced 0.04%	12,987 $2.86 Million
Q1 2023 May 12, 2023	BUY	$200.2 - $225.98 $52,052 - $58,754	260 Added 2.04%	12,992 $2.74 Million
Q4 2022 Jan 31, 2023	BUY	$186.57 - $217.26 $705,980 - $822,111	3,784 Added 42.29%	12,732 $2.59 Million
Q3 2022 Nov 21, 2022	BUY	$187.98 - $227.42 $4,887 - $5,912	26 Added 0.29%	8,948 $1.88 Million
Q2 2022 Aug 05, 2022	BUY	$190.36 - $240.41 $14,467 - $18,271	76 Added 0.86%	8,922 $1.76 Million
Q1 2022 Apr 21, 2022	SELL	$219.86 - $253.39 $10,113 - $11,655	-46 Reduced 0.52%	8,846 $2.1 Million
Q4 2021 Feb 23, 2022	BUY	$236.98 - $261.2 $2.11 Million - $2.32 Million	8,892 New	8,892 $2.27 Million

Others Institutions Holding VO

# of Institutions

2,294

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Industry ETFs

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