Beta Wealth Group, Inc. Vanguard Whitehall Fds Intl Hi Transaction History
Beta Wealth Group, Inc.
- $184 Million
- Q2 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 48,562 shares of VYMI stock, worth $4.15 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
48,562
Previous 49,910
2.7%
Holding current value
$4.15 Million
Previous $3.68 Million
5.79%
% of portfolio
2.11%
Previous 1.85%
Shares
16 transactions
Others Institutions Holding VYMI
# of Institutions
716Shares Held
62MCall Options Held
6.4KPut Options Held
0-
Morgan Stanley New York, NY5.32MShares$455 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.53MShares$388 Million0.03% of portfolio
-
Orgel Wealth Management, LLC2.53MShares$216 Million5.16% of portfolio
-
Captrust Financial Advisors Raleigh, NC2.28MShares$195 Million0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA1.92MShares$164 Million0.03% of portfolio