Benchmark Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Benchmark Wealth Management, LLC
- $203 Million
- Q4 2024
A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 135,692 shares of VYM stock, worth $18.1 Million. This represents 8.54% of its overall portfolio holdings.
Number of Shares
135,692
Previous 136,886
0.87%
Holding current value
$18.1 Million
Previous $17.5 Million
1.34%
% of portfolio
8.54%
Previous 8.69%
Shares
21 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