Bernardo Wealth Planning LLC Vanguard Whitehall Fds (Vangua Transaction History
Bernardo Wealth Planning LLC
- $422 Million
- Q4 2024
A detailed history of Bernardo Wealth Planning LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 95,659 shares of VYM stock, worth $12.6 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
95,659
Previous 115,422
17.12%
Holding current value
$12.6 Million
Previous $15.2 Million
19.57%
% of portfolio
2.89%
Previous 3.68%
Shares
12 transactions
Others Institutions Holding VYM
# of Institutions
1,952Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$1.99 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.8 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.28 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$948 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$741 Million0.3% of portfolio