Keystone Financial Planning, Inc. Vanguard Whitehall Fds (Vangua Transaction History
Keystone Financial Planning, Inc.
- $307 Million
- Q1 2024
A detailed history of Keystone Financial Planning, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Keystone Financial Planning, Inc. holds 25,409 shares of VYM stock, worth $3.01 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
25,409
Previous 26,943
5.69%
Holding current value
$3.01 Million
Previous $3.01 Million
2.23%
% of portfolio
1.0%
Previous 1.0%
Shares
27 transactions
Others Institutions Holding VYM
# of Institutions
1,700Shares Held
174MCall Options Held
1.76MPut Options Held
464K-
Sumitomo Life Insurance CO15.1MShares$1.79 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$592 Million0.33% of portfolio
-
Envestnet Asset Management Inc4.94MShares$586 Million0.23% of portfolio