Topel & Distasi Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Sell |
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|
2025
Q1 | $4.34M | Sell |
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|
2024
Q4 | $4.85M | Buy |
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|
2024
Q3 | $4.73M | Sell |
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|
2024
Q2 | $4.96M | Buy |
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|
2024
Q1 | $4.74M | Sell |
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|
2023
Q4 | $5.28M | Sell |
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|
2023
Q3 | $5.26M | Sell |
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|
2023
Q2 | $5.49M | Sell |
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|
2023
Q1 | $5.2M | Buy |
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|
2022
Q4 | $4.77M | Buy |
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|
2022
Q3 | $4.9M | Buy |
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|
2022
Q2 | $4.65M | Buy |
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|
2022
Q1 | $5.21M | Buy |
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|
2021
Q4 | $2.82M | Buy |
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