Perfromance Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Perfromance Wealth Partners, LLC
- $3.09 Billion
- Q4 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 126,090 shares of VYM stock, worth $16.9 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
126,090
Previous 122,815
2.67%
Holding current value
$16.9 Million
Previous $15.7 Million
2.18%
% of portfolio
0.52%
Previous 0.55%
Shares
13 transactions
Others Institutions Holding VYM
# of Institutions
1,947Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$2.03 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.84 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.31 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$968 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$756 Million0.3% of portfolio