Fonville Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Fonville Wealth Management LLC holds 18,167 shares of VYM stock, worth $2.43 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
18,167
Previous 17,879
1.61%
Holding current value
$2.43 Million
Previous $2.12 Billion
9.83%
% of portfolio
0.8%
Previous 0.84%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
1,797Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion38.16% 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
-
Lpl Financial LLC Fort Mill, SC5.4MShares$721 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$672 Million0.21% of portfolio