Topel & Distasi Wealth Management, LLC Vanguard Russell 2000 Value Et Transaction History

Topel & Distasi Wealth Management, LLC

  • $234 Million
  • Q4 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Russell 2000 Value Et stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 6,428 shares of VTWV stock, worth $880,314. This represents 0.4% of its overall portfolio holdings.

Number of Shares
6,428
Previous 6,428 -0.0%
Holding current value
$880,314
Previous $945,000 1.69%
% of portfolio
0.4%
Previous 0.39%

Shares

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

Nov 12, 2024
SELL
$132.06 - $150.96 $97,196 - $111,106
-736 Reduced 10.27%
6,428 $945,000
Q4 2021

Feb 23, 2022
BUY
$138.09 - $155.08 $989,276 - $1.11 Million
7,164 New
7,164 $1.04 Million

Others Institutions Holding VTWV

# of Institutions
171
Shares Held
2.59M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD RUSSELL 2000 VALUE ET

VTWV Quotes by TradingView
  • Ticker VTWV
  • Sector ETFs
  • Industry ETFs
More about VTWV
Track This Portfolio

Track Topel & Distasi Wealth Management, LLC Portfolio

Follow Topel & Distasi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Topel & Distasi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topel & Distasi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email