Mittelman Wealth Management Vanguard Whitehall Fds (Vangua Transaction History
Mittelman Wealth Management
- $176 Billion
- Q3 2024
A detailed history of Mittelman Wealth Management transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Mittelman Wealth Management holds 227,342 shares of VYM stock, worth $29.7 Million. This represents 16.56% of its overall portfolio holdings.
Number of Shares
227,342
Previous 86,738
162.1%
Holding current value
$29.7 Million
Previous $10.3 Billion
183.32%
% of portfolio
16.56%
Previous 6.67%
Shares
3 transactions
Others Institutions Holding VYM
# of Institutions
1,796Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.98 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.48 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.27 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$707 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$658 Million0.21% of portfolio