Topel & Distasi Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 6,467 shares of VOE stock, worth $1.13 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
6,467
Previous 6,830 5.31%
Holding current value
$1.13 Million
Previous $1.03 Million 5.55%
% of portfolio
0.45%
Previous 0.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$149.02 - $167.67 $54,094 - $60,864
-363 Reduced 5.31%
6,467 $1.08 Million
Q2 2024

Aug 09, 2024
SELL
$146.82 - $155.77 $77,667 - $82,402
-529 Reduced 7.19%
6,830 $1.03 Million
Q1 2023

May 12, 2023
BUY
$126.74 - $147.12 $80,099 - $92,979
632 Added 9.39%
7,359 $986,000
Q4 2021

Feb 23, 2022
BUY
$140.47 - $150.69 $944,941 - $1.01 Million
6,727 New
6,727 $1.01 Million

Others Institutions Holding VOE

# of Institutions
1,105
Shares Held
68.1M
Call Options Held
28.7K
Put Options Held
1.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
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