Beta Wealth Group, Inc. Vanguard Whitehall Fds Intl Hi Transaction History
Beta Wealth Group, Inc.
- $206 Million
- Q4 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 37,804 shares of VYMI stock, worth $2.78 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
37,804
Previous 37,479
0.87%
Holding current value
$2.78 Million
Previous $2.75 Million
6.72%
% of portfolio
1.25%
Previous 1.36%
Shares
14 transactions
Others Institutions Holding VYMI
# of Institutions
601Shares Held
76.8MCall Options Held
2.9KPut Options Held
1.2K-
Wealthfront Advisers LLC23.9MShares$1.76 Billion1.35% of portfolio
-
Morgan Stanley New York, NY4.48MShares$329 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.62MShares$266 Million0.02% of portfolio
-
Orgel Wealth Management, LLC2.59MShares$190 Million4.76% of portfolio
-
Wells Fargo & Company San Francisco, CA1.83MShares$134 Million0.03% of portfolio