Topel & Distasi Wealth Management, LLC Vanguard Growth ETF Transaction History

Topel & Distasi Wealth Management, LLC

  • $228 Million
  • Q2 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 40,621 shares of VUG stock, worth $15.6 Million. This represents 6.68% of its overall portfolio holdings.

Number of Shares
40,621
Previous 40,296 0.81%
Holding current value
$15.6 Million
Previous $13.9 Million 9.54%
% of portfolio
6.68%
Previous 6.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$322.46 - $377.11 $104,799 - $122,560
325 Added 0.81%
40,621 $15.2 Million
Q1 2024

May 06, 2024
SELL
$301.05 - $346.61 $2.01 Million - $2.31 Million
-6,675 Reduced 14.21%
40,296 $13.9 Million
Q4 2023

Jan 12, 2024
SELL
$261.54 - $312.16 $1.18 Million - $1.4 Million
-4,497 Reduced 8.74%
46,971 $14.6 Million
Q3 2023

Nov 06, 2023
SELL
$269.56 - $293.5 $693,308 - $754,882
-2,572 Reduced 4.76%
51,468 $14 Million
Q2 2023

Aug 07, 2023
SELL
$243.06 - $282.96 $292,158 - $340,117
-1,202 Reduced 2.18%
54,040 $15.3 Million
Q1 2023

May 12, 2023
SELL
$209.25 - $249.44 $564,556 - $672,989
-2,698 Reduced 4.66%
55,242 $13.8 Million
Q4 2022

Jan 31, 2023
BUY
$208.44 - $233.81 $102,135 - $114,566
490 Added 0.85%
57,940 $12.3 Million
Q3 2022

Nov 21, 2022
BUY
$213.95 - $266.28 $105,691 - $131,542
494 Added 0.87%
57,450 $13.1 Million
Q2 2022

Aug 05, 2022
BUY
$214.97 - $293.87 $1.88 Million - $2.57 Million
8,748 Added 18.15%
56,956 $12.7 Million
Q1 2022

Apr 21, 2022
BUY
$254.37 - $323.09 $735,638 - $934,376
2,892 Added 6.38%
48,208 $13.9 Million
Q4 2021

Feb 23, 2022
BUY
$287.0 - $325.67 $13 Million - $14.8 Million
45,316 New
45,316 $14.5 Million

Others Institutions Holding VUG

# of Institutions
2,285
Shares Held
242M
Call Options Held
194K
Put Options Held
73.7K
View Full List

About VANGUARD GROWTH ETF

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