Kathleen S. Wright Associates Inc. Vanguard Whitehall Fds (Vangua Transaction History
Kathleen S. Wright Associates Inc.
- $215 Million
- Q1 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 4,805 shares of VYM stock, worth $571,170. This represents 0.27% of its overall portfolio holdings.
Number of Shares
4,805
Previous 4,700
2.23%
Holding current value
$571,170
Previous $524,000
10.88%
% of portfolio
0.27%
Previous 0.26%
Shares
10 transactions
Others Institutions Holding VYM
# of Institutions
1,704Shares Held
174MCall Options Held
1.76MPut Options Held
464K-
Sumitomo Life Insurance CO15.1MShares$1.8 Billion44.05% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.3 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.54MShares$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5MShares$594 Million0.33% of portfolio
-
Envestnet Asset Management Inc4.94MShares$587 Million0.23% of portfolio