Acorn Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Acorn Wealth Advisors, LLC
- $220 Million
- Q3 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 1,762 shares of VYM stock, worth $230,434. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,762
Previous 1,754
0.46%
Holding current value
$230,434
Previous $208,000
8.17%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding VYM
# of Institutions
1,796Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.98 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.48 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.27 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$706 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$658 Million0.21% of portfolio