Beaird Harris Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q3 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 956 shares of VYM stock, worth $127,205. This represents 0.01% of its overall portfolio holdings.
Number of Shares
956
Previous 776
23.2%
Holding current value
$127,205
Previous $92,000
32.61%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
1,817Shares Held
180MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2.01 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.51 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.29 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$718 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$669 Million0.21% of portfolio