Cassaday & CO Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History
Cassaday & CO Wealth Management LLC
- $2.91 Billion
- Q2 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 3,133 shares of VYM stock, worth $403,154. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,133
Previous 3,133
-0.0%
Holding current value
$403,154
Previous $379,000
2.11%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,721Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.95 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.42 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.22 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$672 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$643 Million0.21% of portfolio