Portside Wealth Group, LLC Vanguard Whitehall Fds (Vangua Transaction History
Portside Wealth Group, LLC
- $524 Billion
- Q2 2024
A detailed history of Portside Wealth Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Portside Wealth Group, LLC holds 2,140 shares of VYM stock, worth $269,575. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,140
Previous 2,219
3.56%
Holding current value
$269,575
Previous $268 Million
5.46%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
1,720Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.91 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.39 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.19 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$658 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$630 Million0.21% of portfolio