Mbm Wealth Consultants, LLC Vanguard Whitehall Fds (Vangua Transaction History
Mbm Wealth Consultants, LLC
- $284 Million
- Q1 2024
A detailed history of Mbm Wealth Consultants, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 301,180 shares of VYM stock, worth $35.8 Million. This represents 12.84% of its overall portfolio holdings.
Number of Shares
301,180
Previous 299,727
0.48%
Holding current value
$35.8 Million
Previous $33.5 Million
8.91%
% of portfolio
12.84%
Previous 12.75%
Shares
21 transactions
Others Institutions Holding VYM
# of Institutions
1,703Shares Held
174MCall Options Held
1.76MPut Options Held
464K-
Sumitomo Life Insurance CO15.1MShares$1.8 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$593 Million0.33% of portfolio
-
Envestnet Asset Management Inc4.94MShares$586 Million0.23% of portfolio