Mittelman Wealth Management Vanguard Whitehall Fds (Vangua Transaction History
Mittelman Wealth Management
- $154 Billion
- Q2 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 86,738 shares of VYM stock, worth $11.5 Million. This represents 6.67% of its overall portfolio holdings.
Number of Shares
86,738
Previous 87,172
0.5%
Holding current value
$11.5 Million
Previous $10.5 Billion
2.46%
% of portfolio
6.67%
Previous 7.15%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,756Shares Held
174MCall Options Held
1.59MPut Options Held
278K-
Sumitomo Life Insurance CO15.1MShares$2 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, SC5.22MShares$692 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$666 Million0.21% of portfolio