Beacon Financial Advisory LLC Vanguard Whitehall Fds (Vangua Transaction History
Beacon Financial Advisory LLC
- $193 Million
- Q1 2024
A detailed history of Beacon Financial Advisory LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 10,133 shares of VYM stock, worth $1.2 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
10,133
Previous 11,087
8.6%
Holding current value
$1.2 Million
Previous $1.24 Million
0.97%
% of portfolio
0.64%
Previous 0.61%
Shares
17 transactions
Others Institutions Holding VYM
# of Institutions
1,708Shares Held
174MCall Options Held
1.76MPut Options Held
464K-
Sumitomo Life Insurance CO15.1MShares$1.8 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$594 Million0.33% of portfolio
-
Envestnet Asset Management Inc4.94MShares$587 Million0.23% of portfolio