Next Level Wealth Planning, LLC Vanguard Whitehall Fds (Vangua Transaction History
Next Level Wealth Planning, LLC
- $132 Billion
- Q1 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 6,476 shares of VYM stock, worth $835,533. This represents 0.63% of its overall portfolio holdings.
Number of Shares
6,476
Previous 4,892
32.38%
Holding current value
$835,533
Previous $624 Million
33.8%
% of portfolio
0.63%
Previous 0.49%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
2,000Shares 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