Diversify Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
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 17,200 shares of VYM stock, worth $2.22 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
17,200
Previous 16,082
6.95%
Holding current value
$2.22 Million
Previous $2.03 Billion
5.43%
% of portfolio
0.16%
Previous 0.16%
Shares
4 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