Perigon Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 27,475 shares of VYM stock, worth $3.64 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
27,475
Previous 26,524
3.59%
Holding current value
$3.64 Million
Previous $3.4 Million
3.09%
% of portfolio
0.09%
Previous 0.09%
Shares
22 transactions
Others Institutions Holding VYM
# of Institutions
1,842Shares Held
181MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.5 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.28 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$715 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$666 Million0.21% of portfolio