Topel & Distasi Wealth Management, LLC Vanguard World Fd Esg Intl Stk Transaction History
Topel & Distasi Wealth Management, LLC
- $203 Million
- Q3 2025
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 23,576 shares of VSGX stock, worth $1.66 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
23,576
Previous 23,692
0.49%
Holding current value
$1.66 Million
Previous $1.55 Million
5.42%
% of portfolio
0.81%
Previous 0.81%
Shares
16 transactions
Others Institutions Holding VSGX
# of Institutions
436Shares Held
22.4MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.82MShares$269 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.62MShares$114 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.29MShares$91.1 Million0.07% of portfolio
-
Leo Brokerage, LLC736KShares$51.8 Million4.46% of portfolio
-
Leo Wealth, LLC Hurst, TX618KShares$43.5 Million5.56% of portfolio