Beta Wealth Group, Inc. Vanguard Whitehall Fds Intl Hi Transaction History
Beta Wealth Group, Inc.
- $203 Million
- Q3 2024
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 37,479 shares of VYMI stock, worth $2.63 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
37,479
Previous 39,899
6.07%
Holding current value
$2.63 Million
Previous $2.73 Million
0.62%
% of portfolio
1.36%
Previous 1.4%
Shares
13 transactions
Others Institutions Holding VYMI
# of Institutions
567Shares Held
49.6MCall Options Held
4.3KPut Options Held
89.8K-
Morgan Stanley New York, NY4.26MShares$299 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.62MShares$254 Million0.02% of portfolio
-
Orgel Wealth Management, LLC2.59MShares$182 Million4.76% of portfolio
-
Envestnet Asset Management Inc1.81MShares$127 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.76MShares$123 Million0.03% of portfolio