Measured Wealth Private Client Group, LLC Vanguard Whitehall Fds (Vangua Transaction History
Measured Wealth Private Client Group, LLC
- $283 Million
- Q2 2024
A detailed history of Measured Wealth Private Client Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 130,701 shares of VYM stock, worth $16.7 Million. This represents 5.48% of its overall portfolio holdings.
Number of Shares
130,701
Previous 130,429
0.21%
Holding current value
$16.7 Million
Previous $15.8 Million
1.77%
% of portfolio
5.48%
Previous 5.54%
Shares
26 transactions
Others Institutions Holding VYM
# of Institutions
1,720Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.93 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.41 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.21 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$667 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$639 Million0.21% of portfolio