Topel & Distasi Wealth Management, LLC Vanguard Sht Term Corp Bd ETF Transaction History
Topel & Distasi Wealth Management, LLC
- $241 Million
- Q3 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 42,571 shares of VCSH stock, worth $3.33 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
42,571
Previous 42,038
1.27%
Holding current value
$3.33 Million
Previous $3.25 Million
4.06%
% of portfolio
1.4%
Previous 1.43%
Shares
12 transactions
Others Institutions Holding VCSH
# of Institutions
1,360Shares Held
311MCall Options Held
7.7KPut Options Held
5.1K-
Bank Of America Corp Charlotte, NC51.7MShares$4.04 Billion0.35% of portfolio
-
Prudential PLC London, England, X021.1MShares$1.64 Billion8.54% of portfolio
-
Morgan Stanley New York, NY16.8MShares$1.31 Billion0.1% of portfolio
-
Japan Science & Technology Agency Tokyo, M014.6MShares$1.14 Billion15.35% of portfolio
-
Envestnet Asset Management Inc7.27MShares$568 Million0.19% of portfolio