Confluence Wealth Services, Inc. Vanguard Whitehall Fds Intl Hi Transaction History
Confluence Wealth Services, Inc.
- $1.68 Billion
- Q2 2025
A detailed history of Confluence Wealth Services, Inc. transactions in Vanguard Whitehall Fds Intl Hi stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 1,223,744 shares of VYMI stock, worth $101 Million. This represents 5.83% of its overall portfolio holdings.
Number of Shares
1,223,744
Previous 1,183,393
3.41%
Holding current value
$101 Million
Previous $87.2 Million
12.42%
% of portfolio
5.83%
Previous 5.75%
Shares
13 transactions
Others Institutions Holding VYMI
# of Institutions
648Shares Held
55MCall Options Held
2.6KPut Options Held
189K-
Morgan Stanley New York, NY4.75MShares$391 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.96MShares$325 Million0.02% of portfolio
-
Orgel Wealth Management, LLC2.53MShares$208 Million5.15% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.86MShares$153 Million0.35% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$146 Million0.03% of portfolio