Diversify Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 15,834 shares of VYM stock, worth $2.1 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
15,834
Previous 2,000
691.7%
Holding current value
$2.1 Million
Previous $236 Million
771.07%
% of portfolio
0.2%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,756Shares Held
174MCall Options Held
1.59MPut Options Held
278K-
Sumitomo Life Insurance CO15.1MShares$2 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.46 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.25 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$692 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$666 Million0.21% of portfolio