Precedent Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 11,726 shares of VYM stock, worth $1.58 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
11,726
Previous 11,715
0.09%
Holding current value
$1.58 Million
Previous $1.5 Billion
0.38%
% of portfolio
0.49%
Previous 0.5%
Shares
5 transactions
Others Institutions Holding VYM
# of Institutions
1,938Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$2.04 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.85 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.31 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$972 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$760 Million0.3% of portfolio