Collaborative Wealth Managment Inc. Vanguard Whitehall Fds (Vangua Transaction History
Collaborative Wealth Managment Inc.
- $238 Million
- Q3 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 10,111 shares of VYM stock, worth $1.43 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
10,111
Previous 10,066
0.45%
Holding current value
$1.43 Million
Previous $1.34 Million
6.26%
% of portfolio
0.6%
Previous 0.6%
Shares
16 transactions
Others Institutions Holding VYM
# of Institutions
2,097Shares Held
190MCall Options Held
2.01MPut Options Held
167K-
Bank Of America Corp Charlotte, NC11.9MShares$1.68 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10MShares$1.42 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.45MShares$1.05 Billion0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.47MShares$913 Million0.29% of portfolio
-
Wells Fargo & Company San Francisco, CA5.3MShares$748 Million0.15% of portfolio