Balanced Wealth Group LLC Vanguard Whitehall Fds (Vangua Transaction History
Balanced Wealth Group LLC
- $224 Billion
- Q1 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 4,007 shares of VYM stock, worth $475,109. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,007
Previous 4,446
9.87%
Holding current value
$475,109
Previous $496 Million
3.54%
% of portfolio
0.21%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,705Shares 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