Balanced Wealth Group LLC Vanguard Whitehall Fds (Vangua Transaction History
Balanced Wealth Group LLC
- $226 Billion
- Q3 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 2,983 shares of VYM stock, worth $392,831. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,983
Previous 3,734
20.11%
Holding current value
$392,831
Previous $442 Million
13.45%
% of portfolio
0.17%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
1,807Shares Held
180MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.99 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.49 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.27 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$711 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$662 Million0.21% of portfolio