Topel & Distasi Wealth Management, LLC Vanguard Mid Cap Growth Index 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 Growth Index stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 4,667 shares of VOT stock, worth $1.14 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
4,667
Previous 4,667
-0.0%
Holding current value
$1.14 Million
Previous $1.1 Million
2.64%
% of portfolio
0.47%
Previous 0.49%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
919Shares Held
38.4MCall Options Held
15.5KPut Options Held
4.4K-
Axiom Advisory, LLC San Diego, CA2.79MShares$681 Million6.93% of portfolio
-
Royal Bank Of Canada Toronto, A62.44MShares$597 Million0.13% of portfolio
-
Morgan Stanley New York, NY2.37MShares$578 Million0.04% of portfolio
-
Assetmark, Inc2.08MShares$508 Million1.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$441 Million0.04% of portfolio