Topel & Distasi Wealth Management, LLC Vanguard Small Cap 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 Small Cap Growth ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 4,437 shares of VBK stock, worth $1.13 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

4,437

Previous 5,444 18.5%

Holding current value

$1.13 Million

Previous $1.46 Million 14.64%

% of portfolio

0.53%

Previous 0.6%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$264.18 - $304.19 $266,029 - $306,319	-1,007 Reduced 18.5%	4,437 $1.24 Million
Q1 2024 May 06, 2024	SELL	$231.0 - $260.72 $9,009 - $10,168	-39 Reduced 0.71%	5,444 $1.42 Million
Q4 2023 Jan 12, 2024	BUY	$196.36 - $245.46 $7,658 - $9,572	39 Added 0.72%	5,483 $1.33 Million
Q2 2022 Aug 05, 2022	BUY	$188.16 - $253.27 $163,511 - $220,091	869 Added 18.99%	5,444 $1.07 Million
Q1 2022 Apr 21, 2022	BUY	$224.28 - $282.83 $222,934 - $281,133	994 Added 27.76%	4,575 $1.14 Million
Q4 2021 Feb 23, 2022	BUY	$269.22 - $305.79 $964,076 - $1.1 Million	3,581 New	3,581 $1.01 Million

Others Institutions Holding VBK

# of Institutions

1,227

Shares Held

46.4M

Call Options Held

49.2K

Put Options Held

36.6K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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