Capital Advisors Wealth Management, LLC Vanguard Whitehall Fds Intl Hi Transaction History
Capital Advisors Wealth Management, LLC
- $481 Million
- Q1 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Whitehall Fds Intl Hi stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 121,513 shares of VYMI stock, worth $8.5 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
121,513
Previous 115,550
5.16%
Holding current value
$8.5 Million
Previous $7.68 Million
8.83%
% of portfolio
1.74%
Previous 1.74%
Shares
9 transactions
Others Institutions Holding VYMI
# of Institutions
519Shares Held
47.5MCall Options Held
26.8KPut Options Held
92.9K-
Morgan Stanley New York, NY3.96MShares$277 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.3MShares$231 Million0.02% of portfolio
-
Orgel Wealth Management, LLC2.43MShares$170 Million4.76% of portfolio
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Wells Fargo & Company San Francisco, CA1.68MShares$118 Million0.03% of portfolio
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Envestnet Asset Management Inc1.57MShares$110 Million0.04% of portfolio