Planning Directions Inc Vanguard Whitehall Fds (Vangua Transaction History
Planning Directions Inc
- $164 Million
- Q3 2024
A detailed history of Planning Directions Inc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Planning Directions Inc holds 1,715 shares of VYM stock, worth $229,158. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,715
Previous 1,704
0.65%
Holding current value
$229,158
Previous $202,000
8.42%
% of portfolio
0.13%
Previous 0.14%
Shares
3 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