Topel & Distasi Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 8,414 shares of VNQ stock, worth $752,295. This represents 0.34% of its overall portfolio holdings.

Number of Shares
8,414
Previous 11,491 26.78%
Holding current value
$752,295
Previous $962,000 14.86%
% of portfolio
0.34%
Previous 0.42%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$82.97 - $98.97 $255,298 - $304,530
-3,077 Reduced 26.78%
8,414 $819,000
Q2 2024

Aug 09, 2024
SELL
$78.61 - $85.97 $92,602 - $101,272
-1,178 Reduced 9.3%
11,491 $962,000
Q1 2024

May 06, 2024
BUY
$82.58 - $89.12 $78,038 - $84,218
945 Added 8.06%
12,669 $1.1 Million
Q4 2023

Jan 12, 2024
SELL
$71.05 - $89.54 $213 - $268
-3 Reduced 0.03%
11,724 $1.04 Million
Q3 2023

Nov 06, 2023
BUY
$75.44 - $86.89 $2,414 - $2,780
32 Added 0.27%
11,727 $887,000
Q2 2023

Aug 07, 2023
BUY
$78.4 - $83.98 $3,292 - $3,527
42 Added 0.36%
11,695 $977,000
Q1 2023

May 12, 2023
BUY
$77.59 - $93.7 $107,384 - $129,680
1,384 Added 13.48%
11,653 $967,000
Q3 2022

Nov 21, 2022
SELL
$79.28 - $102.13 $10,940 - $14,093
-138 Reduced 1.33%
10,269 $872,000
Q2 2022

Aug 05, 2022
BUY
$87.04 - $112.5 $1,218 - $1,575
14 Added 0.13%
10,407 $948,000
Q1 2022

Apr 21, 2022
SELL
$99.96 - $115.1 $117,253 - $135,012
-1,173 Reduced 10.14%
10,393 $1.13 Million
Q4 2021

Feb 23, 2022
BUY
$102.53 - $116.01 $1.19 Million - $1.34 Million
11,566 New
11,566 $1.34 Million

Others Institutions Holding VNQ

# of Institutions
1,825
Shares Held
241M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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