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 $4.9 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
17,962
Previous 19,877 9.63%
Holding current value
$4.9 Million
Previous $4.96 Million 4.68%
% of portfolio
1.96%
Previous 2.18%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD LARGE-CAP ETF


  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
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