Mbe Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Mbe Wealth Management, LLC
- $175 Million
- Q3 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 4,233 shares of VYM stock, worth $560,872. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,233
Previous 3,949
7.19%
Holding current value
$560,872
Previous $468,000
15.81%
% of portfolio
0.31%
Previous 0.29%
Shares
19 transactions
Others Institutions Holding VYM
# of Institutions
1,761Shares Held
175MCall Options Held
1.59MPut Options Held
278K-
Sumitomo Life Insurance CO15.1MShares$2.01 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.46 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.25 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$715 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$666 Million0.21% of portfolio