Ratio Wealth Group Vanguard Whitehall Fds (Vangua Transaction History
Ratio Wealth Group
- $516 Million
- Q1 2024
A detailed history of Ratio Wealth Group transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Ratio Wealth Group holds 178,867 shares of VYM stock, worth $22.9 Million. This represents 4.19% of its overall portfolio holdings.
Number of Shares
178,867
Previous 173,593
3.04%
Holding current value
$22.9 Million
Previous $19.4 Million
11.68%
% of portfolio
4.19%
Previous 4.19%
Shares
14 transactions
Others Institutions Holding VYM
# of Institutions
1,720Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.94 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.41 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.21 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$669 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$640 Million0.21% of portfolio