Birchcreek Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Birchcreek Wealth Management, LLC
- $152 Million
- Q3 2024
A detailed history of Birchcreek Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 10,146 shares of VYM stock, worth $1.33 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
10,146
Previous 11,194
9.36%
Holding current value
$1.33 Million
Previous $1.33 Million
2.03%
% of portfolio
0.85%
Previous 0.76%
Shares
15 transactions
Others Institutions Holding VYM
# of Institutions
1,796Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.98 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.48 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.27 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$707 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$658 Million0.21% of portfolio