Balanced Wealth Group LLC Vanguard Whitehall Fds (Vangua Transaction History
Balanced Wealth Group LLC
- $220 Billion
- Q2 2024
A detailed history of Balanced Wealth Group LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Balanced Wealth Group LLC holds 3,734 shares of VYM stock, worth $480,491. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,734
Previous 4,007
6.81%
Holding current value
$480,491
Previous $479 Million
7.71%
% of portfolio
0.2%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding VYM
# of Institutions
1,721Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.95 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.42 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.22 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$672 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$643 Million0.21% of portfolio