Topel & Distasi Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History
Topel & Distasi Wealth Management, LLC
- $234 Million
- Q4 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 6,467 shares of VOE stock, worth $1.03 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
6,467
Previous 6,467
-0.0%
Holding current value
$1.03 Million
Previous $1.08 Million
3.51%
% of portfolio
0.45%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding VOE
# of Institutions
1,200Shares Held
71.8MCall Options Held
25.6KPut Options Held
1.6K-
Morgan Stanley New York, NY4.67MShares$745 Million0.05% of portfolio
-
Betterment LLC New York, NY4.51MShares$719 Million1.75% of portfolio
-
Assetmark, Inc3.93MShares$627 Million1.75% of portfolio
-
Royal Bank Of Canada Toronto, A63.2MShares$510 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$492 Million0.04% of portfolio