Collaborative Wealth Managment Inc. Vanguard Whitehall Fds Intl Hi Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Vanguard Whitehall Fds Intl Hi stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 6,479 shares of VYMI stock, worth $458,842. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,479
Previous 6,611
2.0%
Holding current value
$458,842
Previous $453,000
4.86%
% of portfolio
0.22%
Previous 0.23%
Shares
12 transactions
Others Institutions Holding VYMI
# of Institutions
574Shares Held
74.9MCall Options Held
4.3KPut Options Held
3.5K-
Wealthfront Advisers LLC23.9MShares$1.69 Billion1.35% of portfolio
-
Morgan Stanley New York, NY4.26MShares$302 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.62MShares$257 Million0.02% of portfolio
-
Orgel Wealth Management, LLC2.59MShares$183 Million4.76% of portfolio
-
Envestnet Asset Management Inc1.81MShares$128 Million0.04% of portfolio