Prosperity Planning, Inc. Vanguard Whitehall Fds (Vangua Transaction History
Prosperity Planning, Inc.
- $290 Million
- Q2 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 2,231 shares of VYM stock, worth $274,591. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,231
Previous 2,084
7.05%
Holding current value
$274,591
Previous $252,000
4.76%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding VYM
# of Institutions
1,716Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.86 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.35 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.16 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$643 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$615 Million0.21% of portfolio