Topel & Distasi Wealth Management, LLC Vanguard Large Cap ETF Transaction History
Topel & Distasi Wealth Management, LLC
- $228 Million
- Q2 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 19,877 shares of VV stock, worth $5.22 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
19,877
Previous 19,782
0.48%
Holding current value
$5.22 Million
Previous $4.74 Million
4.62%
% of portfolio
2.18%
Previous 2.1%
Shares
11 transactions
Others Institutions Holding VV
# of Institutions
1,109Shares Held
102MCall Options Held
23KPut Options Held
18.6K-
Jones Financial Companies Lllp17.1MShares$4.51 Billion4.95% of portfolio
-
Creative Planning Overland Park, KS13MShares$3.41 Billion3.46% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.72 Billion16.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.32MShares$872 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.09MShares$812 Million0.07% of portfolio