Liberty Wealth Management LLC Vanguard Whitehall Fds Intl Hi Transaction History

Liberty Wealth Management LLC

$504 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$67.08 - $76.14 $6.51 Million - $7.38 Million	96,976 New	96,976 $7.15 Million

Others Institutions Holding VYMI

# of Institutions

639

Shares Held

54.7M

Call Options Held

2.6K

Put Options Held

189K

Morgan Stanley New York, NY

4.75M
Shares

$386 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.96M
Shares

$321 Million
0.02% of portfolio
Orgel Wealth Management, LLC

2.53M
Shares

$205 Million
5.15% of portfolio
Captrust Financial Advisors Raleigh, NC

1.86M
Shares

$151 Million
0.35% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$144 Million
0.03% of portfolio

About VANGUARD WHITEHALL FDS INTL HI

Ticker VYMI
Sector ETFs
Industry ETFs

More about VYMI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.