Topel & Distasi Wealth Management, LLC Vanguard Mid Cap Growth Index 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 Growth Index stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 4,667 shares of VOT stock, worth $1.2 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
4,667
Previous 4,667 -0.0%
Holding current value
$1.2 Million
Previous $1.07 Million 6.07%
% of portfolio
0.47%
Previous 0.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$180.9 - $221.2 $86,470 - $105,733
-478 Reduced 9.29%
4,667 $1.02 Million
Q3 2022

Nov 21, 2022
BUY
$170.12 - $208.72 $875,267 - $1.07 Million
5,145 New
5,145 $967,000
Q1 2022

Apr 21, 2022
SELL
$199.76 - $251.37 $801,636 - $1.01 Million
-4,013 Closed
0 $0
Q4 2021

Feb 23, 2022
BUY
$234.3 - $265.79 $940,245 - $1.07 Million
4,013 New
4,013 $1.02 Million

Others Institutions Holding VOT

# of Institutions
975
Shares Held
38.2M
Call Options Held
26.7K
Put Options Held
5.6K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

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