Insight Wealth Strategies, LLC Vanguard Whitehall Fds (Vangua Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q2 2025
A detailed history of Insight Wealth Strategies, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 89,936 shares of VYM stock, worth $12.3 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
89,936
Previous 91,139
1.32%
Holding current value
$12.3 Million
Previous $11.6 Million
3.14%
% of portfolio
1.62%
Previous 1.6%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
2,015Shares Held
189MCall Options Held
2.03MPut Options Held
311K-
Bank Of America Corp Charlotte, NC12.1MShares$1.66 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.9MShares$1.35 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.31MShares$999 Million0.37% of portfolio
-
Sumitomo Life Insurance CO5.77MShares$789 Million26.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.76MShares$787 Million0.3% of portfolio