Topel & Distasi Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History
Topel & Distasi Wealth Management, LLC
- $191 Million
- Q2 2025
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 25,741 shares of VCIT stock, worth $2.17 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
25,741
Previous 27,368
5.94%
Holding current value
$2.17 Million
Previous $2.24 Million
4.6%
% of portfolio
1.12%
Previous 1.05%
Shares
15 transactions
Others Institutions Holding VCIT
# of Institutions
1,343Shares Held
515MCall Options Held
34.7KPut Options Held
200-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa102MShares$8.62 Billion3.43% of portfolio
-
Bank Of America Corp Charlotte, NC76.4MShares$6.44 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.38 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25.5MShares$2.15 Billion1.82% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.5 Billion0.1% of portfolio