Topel & Distasi Wealth Management, LLC Vanguard Russell 1000 ETF Transaction History

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Russell 1000 ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 12,409 shares of VONE stock, worth $3.38 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
12,409
Previous 12,409 -0.0%
Holding current value
$3.38 Million
Previous $3.05 Million 5.7%
% of portfolio
1.34%
Previous 1.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
BUY
$172.89 - $190.82 $2.15 Million - $2.37 Million
12,409 New
12,409 $2.31 Million
Q4 2021

Feb 23, 2022
BUY
$199.65 - $219.99 $2.42 Million - $2.66 Million
12,101 New
12,101 $2.65 Million

Others Institutions Holding VONE

# of Institutions
305
Shares Held
9.79M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD RUSSELL 1000 ETF

VONE Quotes by TradingView
  • Ticker VONE
  • Sector ETFs
  • Industry ETFs
More about VONE
Track This Portfolio

Track Topel & Distasi Wealth Management, LLC Portfolio

Follow Topel & Distasi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email