Executive Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Executive Wealth Management, LLC
- $1.09 Billion
- Q1 2024
A detailed history of Executive Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Executive Wealth Management, LLC holds 135,485 shares of VYM stock, worth $16.1 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
135,485
Previous 47,466
185.44%
Holding current value
$16.1 Million
Previous $5.3 Million
209.4%
% of portfolio
1.51%
Previous 0.52%
Shares
22 transactions
Others Institutions Holding VYM
# of Institutions
1,703Shares Held
174MCall Options Held
1.76MPut Options Held
464K-
Sumitomo Life Insurance CO15.1MShares$1.8 Billion44.05% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.3 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.54MShares$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5MShares$593 Million0.33% of portfolio
-
Envestnet Asset Management Inc4.94MShares$586 Million0.23% of portfolio