Holistic Planning, LLC Vanguard Whitehall Fds (Vangua Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Holistic Planning, LLC holds 40,872 shares of VYM stock, worth $5.35 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
40,872
Previous 11,077
268.98%
Holding current value
$5.35 Million
Previous $1.34 Billion
290.97%
% of portfolio
2.22%
Previous 1.03%
Shares
3 transactions
Others Institutions Holding VYM
# of Institutions
1,797Shares 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$1.27 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$707 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$658 Million0.21% of portfolio