Topel & Distasi Wealth Management, LLC Vanguard World Fd Esg Intl Stk Transaction History
Topel & Distasi Wealth Management, LLC
- $241 Million
- Q3 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 19,034 shares of VSGX stock, worth $1.08 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
19,034
Previous 18,130
4.99%
Holding current value
$1.08 Million
Previous $1.04 Million
12.72%
% of portfolio
0.49%
Previous 0.46%
Shares
12 transactions
Others Institutions Holding VSGX
# of Institutions
364Shares Held
17.7MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.89MShares$164 Million0.0% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$69.8 Million0.08% of portfolio
-
Leo Wealth, LLC Hurst, TX774KShares$43.8 Million4.35% of portfolio
-
Leo Brokerage, LLC736KShares$41.6 Million4.46% of portfolio
-
Royal Bank Of Canada Toronto, A6468KShares$26.5 Million0.01% of portfolio