Cassaday & CO Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History
Cassaday & CO Wealth Management LLC
- $3.53 Billion
- Q3 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 4,233 shares of VYM stock, worth $558,121. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,233
Previous 3,133
35.11%
Holding current value
$558,121
Previous $371,000
46.09%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VYM
# of Institutions
1,786Shares Held
177MCall Options Held
1.7MPut Options Held
377K-
Sumitomo Life Insurance CO15.1MShares$2 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.45 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.25 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$712 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$663 Million0.21% of portfolio