Insight Wealth Strategies, LLC Vanguard Whitehall Fds (Vangua Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q4 2024
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 96,513 shares of VYM stock, worth $12.7 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
96,513
Previous 94,229
2.42%
Holding current value
$12.7 Million
Previous $12.1 Million
1.94%
% of portfolio
1.66%
Previous 1.61%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,809Shares Held
180MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.99 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.49 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.27 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$711 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$662 Million0.21% of portfolio