Topel & Distasi Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Topel & Distasi Wealth Management, LLC

  • $203 Million
  • Q3 2025

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 27,938 shares of ESGV stock, worth $3.32 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
27,938
Previous 28,096 0.56%
Holding current value
$3.32 Million
Previous $3.08 Million 7.4%
% of portfolio
1.63%
Previous 1.62%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$109.47 - $119.06 $17,296 - $18,811
-158 Reduced 0.56%
27,938 $3.31 Million
Q2 2025

Aug 07, 2025
BUY
$86.93 - $109.64 $80,323 - $101,307
924 Added 3.4%
28,096 $3.08 Million
Q1 2025

May 09, 2025
BUY
$96.93 - $109.51 $243,003 - $274,541
2,507 Added 10.16%
27,172 $2.66 Million
Q4 2024

Jan 30, 2025
SELL
$100.18 - $109.1 $22,640 - $24,656
-226 Reduced 0.91%
24,665 $2.59 Million
Q3 2024

Nov 12, 2024
BUY
$91.37 - $101.65 $51,624 - $57,432
565 Added 2.32%
24,891 $2.53 Million
Q2 2024

Aug 09, 2024
SELL
$87.24 - $97.37 $5,670 - $6,329
-65 Reduced 0.27%
24,326 $2.35 Million
Q1 2024

May 06, 2024
SELL
$83.14 - $93.19 $3,990 - $4,473
-48 Reduced 0.2%
24,391 $2.27 Million
Q4 2023

Jan 12, 2024
SELL
$71.95 - $85.41 $14,821 - $17,594
-206 Reduced 0.84%
24,439 $2.08 Million
Q3 2023

Nov 06, 2023
SELL
$74.65 - $81.1 $51,508 - $55,958
-690 Reduced 2.72%
24,645 $1.85 Million
Q2 2023

Aug 07, 2023
BUY
$70.39 - $78.35 $6,616 - $7,364
94 Added 0.37%
25,335 $1.98 Million
Q1 2023

May 12, 2023
BUY
$65.27 - $73.55 $410,874 - $462,997
6,295 Added 33.23%
25,241 $1.81 Million
Q4 2022

Jan 31, 2023
BUY
$62.41 - $70.74 $47,181 - $53,479
756 Added 4.16%
18,946 $1.25 Million
Q3 2022

Nov 21, 2022
SELL
$62.91 - $76.54 $66,307 - $80,673
-1,054 Reduced 5.48%
18,190 $1.25 Million
Q2 2022

Aug 05, 2022
BUY
$63.97 - $82.17 $2,558 - $3,286
40 Added 0.21%
19,244 $1.28 Million
Q1 2022

Apr 21, 2022
BUY
$74.15 - $88.3 $92,242 - $109,845
1,244 Added 6.93%
19,204 $1.56 Million
Q4 2021

Feb 23, 2022
BUY
$79.7 - $88.45 $1.43 Million - $1.59 Million
17,960 New
17,960 $1.58 Million

Others Institutions Holding ESGV

# of Institutions
705
Shares Held
31.3M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

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