Bordeaux Wealth Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History
Bordeaux Wealth Advisors LLC
- $551 Million
- Q3 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 98,614 shares of VYM stock, worth $12.9 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
98,614
Previous 98,399
0.22%
Holding current value
$12.9 Million
Previous $11.7 Million
8.33%
% of portfolio
2.29%
Previous 2.23%
Shares
5 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$706 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$658 Million0.21% of portfolio