Topel & Distasi Wealth Management, LLC Vanguard Russell 2000 Value Et Transaction History

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Russell 2000 Value Et stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 6,428 shares of VTWV stock, worth $1.02 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
6,428
Previous 7,164 10.27%
Holding current value
$1.02 Million
Previous $960,000 1.56%
% of portfolio
0.39%
Previous 0.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$132.06 - $150.96 $97,196 - $111,106
-736 Reduced 10.27%
6,428 $945,000
Q4 2021

Feb 23, 2022
BUY
$138.09 - $155.08 $989,276 - $1.11 Million
7,164 New
7,164 $1.04 Million

Others Institutions Holding VTWV

# of Institutions
156
Shares Held
2.38M
Call Options Held
1.3K
Put Options Held
500
View Full List

About VANGUARD RUSSELL 2000 VALUE ET

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