Topel & Distasi Wealth Management, LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 6,148 shares of VBR stock, worth $1.23 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
6,148
Previous 6,148
-0.0%
Holding current value
$1.23 Million
Previous $1.18 Million
4.83%
% of portfolio
0.49%
Previous 0.52%
Shares
6 transactions
Others Institutions Holding VBR
# of Institutions
1,464Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio