Measured Wealth Private Client Group, LLC Vanguard Whitehall Fds (Vangua Transaction History
Measured Wealth Private Client Group, LLC
- $309 Million
- Q1 2025
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 173,313 shares of VYM stock, worth $22.4 Million. This represents 7.24% of its overall portfolio holdings.
Number of Shares
173,313
Previous 167,586
3.42%
Holding current value
$22.4 Million
Previous $21.4 Million
4.53%
% of portfolio
7.24%
Previous 6.97%
Shares
29 transactions
Others Institutions Holding VYM
# of Institutions
1,999Shares Held
186MCall Options Held
2.03MPut Options Held
311K-
Bank Of America Corp Charlotte, NC12.1MShares$1.57 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.9MShares$1.28 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.31MShares$943 Million0.37% of portfolio
-
Sumitomo Life Insurance CO5.77MShares$745 Million26.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.76MShares$743 Million0.3% of portfolio