Cassaday & CO Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History
Cassaday & CO Wealth Management LLC
- $3.66 Billion
- Q4 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 4,567 shares of VYM stock, worth $608,872. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,567
Previous 4,233
7.89%
Holding current value
$608,872
Previous $542,000
7.38%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
1,938Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.83 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$963 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$752 Million0.3% of portfolio