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

Topel & Distasi Wealth Management, LLC

$234 Million
Q4 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 39,676 shares of VUG stock, worth $16.7 Million. This represents 6.97% of its overall portfolio holdings.

Number of Shares

39,676

Previous 40,555 2.17%

Holding current value

$16.7 Million

Previous $15.6 Million 4.59%

% of portfolio

6.97%

Previous 6.46%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$378.79 - $428.11 $332,956 - $376,308	-879 Reduced 2.17%	39,676 $16.3 Million
Q3 2024 Nov 12, 2024	SELL	$341.08 - $391.94 $22,511 - $25,868	-66 Reduced 0.16%	40,555 $15.6 Million
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

2,525

Shares Held

257M

Call Options Held

238K

Put Options Held

155K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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