Gradient Capital Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Gradient Capital Advisors, LLC
- $296 Million
- Q3 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 5,482 shares of VYM stock, worth $716,497. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,482
Previous 5,598
2.07%
Holding current value
$716,497
Previous $663,000
5.88%
% of portfolio
0.24%
Previous 0.24%
Shares
13 transactions
Others Institutions Holding VYM
# of Institutions
1,796Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.98 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.48 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.26 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$706 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$657 Million0.21% of portfolio