Gradient Capital Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Gradient Capital Advisors, LLC
- $278 Million
- Q2 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 5,598 shares of VYM stock, worth $716,096. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,598
Previous 5,602
0.07%
Holding current value
$716,096
Previous $677,000
2.07%
% of portfolio
0.24%
Previous 0.25%
Shares
12 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$668 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$640 Million0.21% of portfolio