Topel & Distasi Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Topel & Distasi Wealth Management, LLC
- $228 Million
- Q2 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 11,595 shares of VO stock, worth $3.06 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
11,595
Previous 11,688
0.8%
Holding current value
$3.06 Million
Previous $2.92 Million
3.87%
% of portfolio
1.23%
Previous 1.29%
Shares
11 transactions
Others Institutions Holding VO
# of Institutions
2,018Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.09 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.22 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.7 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.93 Billion0.14% of portfolio