Paces Ferry Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Paces Ferry Wealth Advisors, LLC
- $156 Million
- Q1 2024
A detailed history of Paces Ferry Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Paces Ferry Wealth Advisors, LLC holds 6,850 shares of VYM stock, worth $812,410. This represents 0.53% of its overall portfolio holdings.
Number of Shares
6,850
Previous 7,833
12.55%
Holding current value
$812,410
Previous $874,000
5.26%
% of portfolio
0.53%
Previous 0.61%
Shares
15 transactions
Others Institutions Holding VYM
# of Institutions
1,700Shares Held
174MCall Options Held
1.76MPut Options Held
464K-
Sumitomo Life Insurance CO15.1MShares$1.79 Billion44.05% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.3 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.54MShares$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5MShares$592 Million0.33% of portfolio
-
Envestnet Asset Management Inc4.94MShares$586 Million0.23% of portfolio