Kfa Private Wealth Group, LLC Vanguard Whitehall Fds (Vangua Transaction History
Kfa Private Wealth Group, LLC
- $239 Million
- Q4 2024
A detailed history of Kfa Private Wealth Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 3,910 shares of VYM stock, worth $520,264. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,910
Previous 1,860
110.22%
Holding current value
$520,264
Previous $238,000
109.24%
% of portfolio
0.21%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding VYM
# of Institutions
1,817Shares Held
180MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2.01 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.51 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.29 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$718 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$669 Million0.21% of portfolio