Fortress Wealth Group, LLC Vanguard Whitehall Fds (Vangua Transaction History
Fortress Wealth Group, LLC
- $194 Million
- Q2 2024
A detailed history of Fortress Wealth Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 2,964 shares of VYM stock, worth $381,407. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,964
Previous 3,157
6.11%
Holding current value
$381,407
Previous $381,000
7.87%
% of portfolio
0.18%
Previous 0.21%
Shares
13 transactions
Others Institutions Holding VYM
# of Institutions
1,721Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.95 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.42 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.22 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$672 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$643 Million0.21% of portfolio