Mbe Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Mbe Wealth Management, LLC
- $160 Million
- Q2 2024
A detailed history of Mbe Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 3,949 shares of VYM stock, worth $492,993. This represents 0.29% of its overall portfolio holdings.
Number of Shares
3,949
Previous 4,275
7.63%
Holding current value
$492,993
Previous $517,000
9.48%
% of portfolio
0.29%
Previous 0.33%
Shares
18 transactions
Others Institutions Holding VYM
# of Institutions
1,716Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.89 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.37 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.18 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$652 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$624 Million0.21% of portfolio