Diversify Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 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 16,082 shares of VYM stock, worth $2.14 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
16,082
Previous 15,834
1.57%
Holding current value
$2.14 Million
Previous $2.05 Billion
1.26%
% of portfolio
0.16%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding VYM
# of Institutions
1,856Shares Held
189MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.51 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.29 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$963 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$720 Million0.32% of portfolio