Accretive Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Accretive Wealth Partners, LLC
- $236 Million
- Q2 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 70,870 shares of VYM stock, worth $9.05 Million. This represents 3.56% of its overall portfolio holdings.
Number of Shares
70,870
Previous 70,447
0.6%
Holding current value
$9.05 Million
Previous $8.52 Million
1.38%
% of portfolio
3.56%
Previous 3.73%
Shares
15 transactions
Others Institutions Holding VYM
# of Institutions
1,720Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.93 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$667 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$639 Million0.21% of portfolio