Prosperity Planning, Inc. Vanguard Whitehall Fds (Vangua Transaction History
Prosperity Planning, Inc.
- $302 Million
- Q4 2024
A detailed history of Prosperity Planning, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Prosperity Planning, Inc. holds 1,960 shares of VYM stock, worth $261,307. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,960
Previous 2,231
12.15%
Holding current value
$261,307
Previous $286,000
12.59%
% of portfolio
0.08%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding VYM
# of Institutions
1,851Shares Held
181MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion36.56% 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
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$963 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$720 Million0.32% of portfolio