Topel & Distasi Wealth Management, LLC Vanguard Large Cap ETF Transaction History

Topel & Distasi Wealth Management, LLC

$241 Million
Q3 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 17,962 shares of VV stock, worth $5.02 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

17,962

Previous 19,877 9.63%

Holding current value

$5.02 Million

Previous $4.96 Million 4.68%

% of portfolio

1.96%

Previous 2.18%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$236.92 - $263.4 $453,701 - $504,410	-1,915 Reduced 9.63%	17,962 $4.73 Million
Q2 2024 Aug 09, 2024	BUY	$227.27 - $251.65 $21,590 - $23,906	95 Added 0.48%	19,877 $4.96 Million
Q1 2024 May 06, 2024	SELL	$214.62 - $240.49 $952,268 - $1.07 Million	-4,437 Reduced 18.32%	19,782 $4.74 Million
Q4 2023 Jan 12, 2024	SELL	$188.0 - $219.17 $503,276 - $586,718	-2,677 Reduced 9.95%	24,219 $5.28 Million
Q3 2023 Nov 06, 2023	SELL	$195.09 - $209.59 $40,383 - $43,385	-207 Reduced 0.76%	26,896 $5.26 Million
Q2 2023 Aug 07, 2023	SELL	$184.38 - $202.72 $137,731 - $151,431	-747 Reduced 2.68%	27,103 $5.49 Million
Q1 2023 May 12, 2023	BUY	$172.79 - $190.36 $82,248 - $90,611	476 Added 1.74%	27,850 $5.2 Million
Q4 2022 Jan 31, 2023	BUY	$162.98 - $185.93 $35,203 - $40,160	216 Added 0.8%	27,374 $4.77 Million
Q3 2022 Nov 21, 2022	BUY	$163.56 - $196.95 $28,786 - $34,663	176 Added 0.65%	27,158 $4.9 Million
Q2 2022 Aug 05, 2022	BUY	$167.29 - $210.78 $336,420 - $423,878	2,011 Added 8.05%	26,982 $4.65 Million
Q1 2022 Apr 21, 2022	BUY	$191.25 - $221.63 $2.34 Million - $2.71 Million	12,212 Added 95.71%	24,971 $5.21 Million
Q4 2021 Feb 23, 2022	BUY	$200.26 - $221.75 $2.56 Million - $2.83 Million	12,759 New	12,759 $2.82 Million

Others Institutions Holding VV

# of Institutions

1,193

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

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Topel & Distasi Wealth Management, LLC Vanguard Large Cap ETF Transaction History