Aevitas Wealth Management, Inc. Vanguard Whitehall Fds (Vangua Transaction History
Aevitas Wealth Management, Inc.
- $169 Million
- Q4 2022
A detailed history of Aevitas Wealth Management, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 13,516 shares of VYM stock, worth $1.6 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
13,516
Previous 12,479
8.31%
Holding current value
$1.6 Million
Previous $1.18 Million
23.48%
% of portfolio
0.87%
Previous 0.89%
Shares
20 transactions
Others Institutions Holding VYM
# of Institutions
1,700Shares Held
174MCall Options Held
1.76MPut Options Held
464K-
Sumitomo Life Insurance CO15.1MShares$1.79 Billion44.05% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.3 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.54MShares$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5MShares$592 Million0.33% of portfolio
-
Envestnet Asset Management Inc4.94MShares$586 Million0.23% of portfolio