Topel & Distasi Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History
Topel & Distasi Wealth Management, LLC
- $234 Million
- Q4 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 4,437 shares of VBK stock, worth $1.13 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
4,437
Previous 5,444
18.5%
Holding current value
$1.13 Million
Previous $1.46 Million
14.64%
% of portfolio
0.53%
Previous 0.6%
Shares
6 transactions
Others Institutions Holding VBK
# of Institutions
1,227Shares Held
46.4MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.44 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$488 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$460 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$430 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$372 Million1.12% of portfolio