Kathleen S. Wright Associates Inc. Vanguard Whitehall Fds (Vangua Transaction History
Kathleen S. Wright Associates Inc.
- $246 Million
- Q3 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 5,862 shares of VYM stock, worth $767,101. This represents 0.31% of its overall portfolio holdings.
Number of Shares
5,862
Previous 4,957
18.26%
Holding current value
$767,101
Previous $587,000
27.94%
% of portfolio
0.31%
Previous 0.27%
Shares
12 transactions
Others Institutions Holding VYM
# of Institutions
1,797Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.98 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.48 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.27 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$707 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$658 Million0.21% of portfolio