Potentia Wealth Vanguard Whitehall Fds (Vangua Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Potentia Wealth holds 1,741 shares of VYM stock, worth $231,814. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,741

Holding current value

$231,814

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$126.68 - $134.74 $220,549 - $234,582	1,741 New	1,741 $222 Million

Others Institutions Holding VYM

# of Institutions

1,894

Shares Held

190M

Call Options Held

1.79M

Put Options Held

394K

Sumitomo Life Insurance CO

15.1M
Shares

$2.02 Billion
36.56% of portfolio
Bank Of America Corp Charlotte, NC

11.3M
Shares

$1.51 Billion
0.12% of portfolio
Morgan Stanley New York, NY

9.68M
Shares

$1.29 Billion
0.09% of portfolio
Raymond James Financial Inc St. Petersburg, FL

7.22M
Shares

$962 Million
0.35% of portfolio
Lpl Financial LLC Fort Mill, SC

5.64M
Shares

$751 Million
0.3% of portfolio

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

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