Topel & Distasi Wealth Management, LLC Vanguard Mid Cap Value Index F 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 Value Index F stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 6,830 shares of VOE stock, worth $1.14 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
6,830
Previous 7,359 7.19%
Holding current value
$1.14 Million
Previous $1.15 Million 10.46%
% of portfolio
0.45%
Previous 0.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,049
Shares Held
68.1M
Call Options Held
32.8K
Put Options Held
400
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
Track This Portfolio

Track Topel & Distasi Wealth Management, LLC Portfolio

Follow Topel & Distasi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Topel & Distasi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topel & Distasi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email