David Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History
David Wealth Management LLC
- $134 Billion
- Q2 2025
A detailed history of David Wealth Management LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, David Wealth Management LLC holds 2,511 shares of VYM stock, worth $355,381. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,511
Previous 2,509
0.08%
Holding current value
$355,381
Previous $324 Million
3.45%
% of portfolio
0.25%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding VYM
# of Institutions
2,029Shares Held
192MCall Options Held
2.08MPut Options Held
216K-
Bank Of America Corp Charlotte, NC12.1MShares$1.71 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.97MShares$1.41 Billion0.09% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL7.98MShares$1.13 Billion1.5% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.49MShares$1.06 Billion0.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.17MShares$873 Million0.29% of portfolio