Topel & Distasi Wealth Management, LLC Vanguard World Fd Esg Intl Stk Transaction History

Topel & Distasi Wealth Management, LLC

  • $226 Million
  • Q1 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 18,198 shares of VSGX stock, worth $1.07 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
18,198
Previous 16,942 7.41%
Holding current value
$1.07 Million
Previous $936,000 11.65%
% of portfolio
0.46%
Previous 0.44%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$53.19 - $57.84 $66,806 - $72,647
1,256 Added 7.41%
18,198 $1.05 Million
Q4 2023

Jan 12, 2024
BUY
$48.05 - $55.28 $3,747 - $4,311
78 Added 0.46%
16,942 $936,000
Q3 2023

Nov 06, 2023
BUY
$50.23 - $55.2 $75,696 - $83,186
1,507 Added 9.81%
16,864 $850,000
Q2 2023

Aug 07, 2023
BUY
$51.68 - $54.7 $3,772 - $3,993
73 Added 0.48%
15,357 $815,000
Q1 2023

May 12, 2023
BUY
$49.49 - $54.07 $203,007 - $221,795
4,102 Added 36.68%
15,284 $800,000
Q4 2022

Jan 31, 2023
SELL
$44.64 - $51.11 $17,677 - $20,239
-396 Reduced 3.42%
11,182 $550,000
Q3 2022

Nov 21, 2022
BUY
N/A
3,527 Added 43.81%
11,578 $569,000
Q2 2022

Aug 05, 2022
SELL
N/A
-2,628 Reduced 24.61%
8,051 $395,000
Q1 2022

Apr 21, 2022
BUY
N/A
1,739 Added 19.45%
10,679 $611,000
Q4 2021

Feb 23, 2022
BUY
N/A
8,940 New
8,940 $554,000

Others Institutions Holding VSGX

# of Institutions
328
Shares Held
18.3M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG INTL STK

VSGX Quotes by TradingView
  • Ticker VSGX
  • Sector ETFs
  • Industry ETFs
More about VSGX
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