Capital Advisors Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Capital Advisors Wealth Management, LLC
- $560 Million
- Q1 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 86,232 shares of VYM stock, worth $10.6 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
86,232
Previous 109,201
21.03%
Holding current value
$10.6 Million
Previous $13.9 Million
20.18%
% of portfolio
1.98%
Previous 2.51%
Shares
17 transactions
Others Institutions Holding VYM
# of Institutions
1,979Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$1.87 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.69 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.2 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$890 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$696 Million0.3% of portfolio