Portside Wealth Group, LLC Vanguard Whitehall Fds (Vangua Transaction History
Portside Wealth Group, LLC
- $586 Billion
- Q3 2024
A detailed history of Portside Wealth Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Portside Wealth Group, LLC holds 2,596 shares of VYM stock, worth $346,877. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,596
Previous 2,140
21.31%
Holding current value
$346,877
Previous $254 Million
31.13%
% of portfolio
0.06%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding VYM
# of Institutions
1,797Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.51 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.29 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$721 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$672 Million0.21% of portfolio