Evermay Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History
Evermay Wealth Management LLC
- $620 Million
- Q2 2024
A detailed history of Evermay Wealth Management LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Evermay Wealth Management LLC holds 93,406 shares of VYM stock, worth $12 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
93,406
Previous 93,825
0.45%
Holding current value
$12 Million
Previous $11.4 Million
2.41%
% of portfolio
1.79%
Previous 1.72%
Shares
20 transactions
Others Institutions Holding VYM
# of Institutions
1,720Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.94 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.41 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.21 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$669 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$640 Million0.21% of portfolio