Beta Wealth Group, Inc. Vanguard Whitehall Fds Intl Hi Transaction History
Beta Wealth Group, Inc.
- $199 Million
- Q1 2025
A detailed history of Beta Wealth Group, Inc. transactions in Vanguard Whitehall Fds Intl Hi stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 49,910 shares of VYMI stock, worth $4.1 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
49,910
Previous 37,804
32.02%
Holding current value
$4.1 Million
Previous $2.57 Million
43.3%
% of portfolio
1.85%
Previous 1.25%
Shares
15 transactions
Others Institutions Holding VYMI
# of Institutions
648Shares Held
55MCall Options Held
2.6KPut Options Held
189K-
Morgan Stanley New York, NY4.75MShares$391 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.96MShares$325 Million0.02% of portfolio
-
Orgel Wealth Management, LLC2.53MShares$208 Million5.15% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.86MShares$153 Million0.35% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$146 Million0.03% of portfolio