Beta Wealth Group, Inc. Vanguard Whitehall Fds Intl Di Transaction History
Beta Wealth Group, Inc.
- $199 Million
- Q1 2025
A detailed history of Beta Wealth Group, Inc. transactions in Vanguard Whitehall Fds Intl Di stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 2,948 shares of VIGI stock, worth $265,084. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,948
Previous 2,948
-0.0%
Holding current value
$265,084
Previous $235,000
3.83%
% of portfolio
0.12%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding VIGI
# of Institutions
544Shares Held
49.4MCall Options Held
2.3KPut Options Held
700-
Morgan Stanley New York, NY6.23MShares$561 Million0.04% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA4.3MShares$386 Million2.98% of portfolio
-
Bank Of America Corp Charlotte, NC3.54MShares$318 Million0.02% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC1.84MShares$165 Million2.78% of portfolio
-
Citigroup Inc1.38MShares$124 Million0.06% of portfolio