Hcr Wealth Advisors Vanguard Whitehall Fds (Vangua Transaction History
Hcr Wealth Advisors
- $698 Million
- Q2 2024
A detailed history of Hcr Wealth Advisors transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Hcr Wealth Advisors holds 551,983 shares of VYM stock, worth $70.5 Million. This represents 9.37% of its overall portfolio holdings.
Number of Shares
551,983
Previous 547,872
0.75%
Holding current value
$70.5 Million
Previous $66.3 Million
1.24%
% of portfolio
9.37%
Previous 10.07%
Shares
30 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