Diversify Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 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 17,686 shares of VYM stock, worth $2.5 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
17,686
Previous 17,200
2.83%
Holding current value
$2.5 Million
Previous $2.14 Billion
13.01%
% of portfolio
0.15%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding VYM
# of Institutions
2,029Shares Held
195MCall 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