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

Topel & Distasi Wealth Management, LLC

$191 Million
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	SELL	$80.21 - $86.14 $858,968 - $922,473	-10,709 Reduced 35.32%	19,609 $1.62 Million
Q3 2024 Nov 12, 2024	SELL	$76.07 - $83.33 $395,868 - $433,649	-5,204 Reduced 14.65%	30,318 $2.53 Million
Q1 2024 May 06, 2024	SELL	$71.01 - $78.64 $495,862 - $549,143	-6,983 Reduced 16.43%	35,522 $2.79 Million
Q4 2023 Jan 12, 2024	SELL	$63.06 - $72.78 $88,284 - $101,892	-1,400 Reduced 3.19%	42,505 $3.08 Million
Q2 2022 Aug 05, 2022	SELL	$62.21 - $73.88 $241,250 - $286,506	-3,878 Reduced 8.12%	43,905 $2.79 Million
Q1 2022 Apr 21, 2022	SELL	$68.98 - $74.78 $237,774 - $257,766	-3,447 Reduced 6.73%	47,783 $3.48 Million
Q4 2021 Feb 23, 2022	BUY	$68.99 - $73.74 $3.53 Million - $3.78 Million	51,230 New	51,230 $3.78 Million

Others Institutions Holding VONV

# of Institutions

512

Shares Held

94M

Call Options Held

0

Put Options Held

0

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