Holistic Planning, LLC Vanguard Whitehall Fds Intl Hi Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Whitehall Fds Intl Hi stock. As of the latest transaction made, Holistic Planning, LLC holds 3,004 shares of VYMI stock, worth $210,640. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,004
Previous 4,371
31.27%
Holding current value
$210,640
Previous $301 Million
26.66%
% of portfolio
0.09%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding VYMI
# of Institutions
552Shares Held
48.9MCall Options Held
4.3KPut Options Held
89.8K-
Morgan Stanley New York, NY4.26MShares$299 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.62MShares$254 Million0.02% of portfolio
-
Orgel Wealth Management, LLC2.51MShares$176 Million4.79% of portfolio
-
Envestnet Asset Management Inc1.81MShares$127 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.76MShares$123 Million0.03% of portfolio