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 $13 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
96,513
Previous 94,229
2.42%
Holding current value
$13 Million
Previous $12.1 Million
1.94%
% of portfolio
1.66%
Previous 1.61%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,938Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$2.04 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.85 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.31 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$972 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$760 Million0.3% of portfolio