Topel & Distasi Wealth Management, LLC VEA Holdings History
Topel & Distasi Wealth Management, LLC's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, Topel & Distasi Wealth Management, LLC held 99,860.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $5.08 Mil. This investment constitutes 2.37% of their stock portfolio, and Topel & Distasi Wealth Management, LLC now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2021Q4. And since then Topel & Distasi Wealth Management, LLC has made 4 purchases of VEA, at an average price of $48.85, for a total of 184,248.00 shares. In addition, there have been 9 sales at an average price of $47.76 for 84,388.00 shares. Based on historical transaction data and VEA's current price of $56.64, Topel & Distasi Wealth Management, LLC's estimated gain on his VEA holdings is $685,623.51, reflecting a 7.62% gain to date.
Topel & Distasi Wealth Management, LLC VEA ($56.64) Holding Chart
Topel & Distasi Wealth Management, LLC VEA ($56.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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