Topel & Distasi Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History
Topel & Distasi Wealth Management, LLC
- $228 Million
- Q2 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 5,444 shares of VBK stock, worth $1.46 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
5,444
Previous 5,444
-0.0%
Holding current value
$1.46 Million
Previous $1.42 Million
4.09%
% of portfolio
0.6%
Previous 0.63%
Shares
5 transactions
Others Institutions Holding VBK
# of Institutions
1,063Shares Held
41.3MCall Options Held
30.1KPut Options Held
19.9K-
Bank Of America Corp Charlotte, NC8.54MShares$2.29 Billion0.19% of portfolio
-
Jones Financial Companies Lllp1.97MShares$527 Million0.57% of portfolio
-
Morgan Stanley New York, NY1.7MShares$456 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.57MShares$420 Million4.25% of portfolio
-
Assetmark, Inc1.36MShares$364 Million1.06% of portfolio