Copia Wealth Management Vanguard Whitehall Fds (Vangua Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Copia Wealth Management holds 2,269 shares of VYM stock, worth $292,746. This represents 0.27% of its overall portfolio holdings.
Number of Shares
2,269
Previous 2,294
1.09%
Holding current value
$292,746
Previous $293 Million
0.03%
% of portfolio
0.27%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
2,000Shares Held
186MCall Options Held
2.03MPut Options Held
311K-
Bank Of America Corp Charlotte, NC12.1MShares$1.57 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.9MShares$1.28 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.31MShares$943 Million0.37% of portfolio
-
Sumitomo Life Insurance CO5.77MShares$745 Million26.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.76MShares$743 Million0.3% of portfolio