Pfg Private Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Pfg Private Wealth Management, LLC
- $172 Million
- Q3 2024
A detailed history of Pfg Private Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 71,117 shares of VYM stock, worth $9.5 Million. This represents 5.3% of its overall portfolio holdings.
Number of Shares
71,117
Previous 102,820
30.83%
Holding current value
$9.5 Million
Previous $12.2 Million
25.23%
% of portfolio
5.3%
Previous 7.41%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
1,797Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.51 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.29 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$721 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$672 Million0.21% of portfolio