Geo Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Geo Wealth Management, LLC
- $2.2 Billion
- Q2 2024
A detailed history of Geo Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Geo Wealth Management, LLC holds 3,864 shares of VYM stock, worth $493,664. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,864
Previous 4,579
15.61%
Holding current value
$493,664
Previous $554,000
17.33%
% of portfolio
0.02%
Previous 0.02%
Shares
18 transactions
Others Institutions Holding VYM
# of Institutions
1,720Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.93 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$667 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$639 Million0.21% of portfolio