Howard Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Howard Wealth Management, LLC
- $123 Million
- Q1 2024
A detailed history of Howard Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Howard Wealth Management, LLC holds 98,727 shares of VYM stock, worth $12.1 Million. This represents 9.72% of its overall portfolio holdings.
Number of Shares
98,727
Previous 98,896
0.17%
Holding current value
$12.1 Million
Previous $11 Million
8.2%
% of portfolio
9.72%
Previous 9.23%
Shares
18 transactions
Others Institutions Holding VYM
# of Institutions
1,702Shares Held
173MCall Options Held
1.76MPut Options Held
272K-
Sumitomo Life Insurance CO15.1MShares$1.85 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.34 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.54MShares$1.17 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5MShares$612 Million0.33% of portfolio
-
Envestnet Asset Management Inc4.94MShares$605 Million0.23% of portfolio