Ratio Wealth Group Vanguard Whitehall Fds (Vangua Transaction History
Ratio Wealth Group
- $516 Million
- Q1 2024
A detailed history of Ratio Wealth Group transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Ratio Wealth Group holds 178,867 shares of VYM stock, worth $21.2 Million. This represents 4.19% of its overall portfolio holdings.
Number of Shares
178,867
Previous 173,593
3.04%
Holding current value
$21.2 Million
Previous $19.4 Million
11.68%
% of portfolio
4.19%
Previous 4.19%
Shares
14 transactions
Others Institutions Holding VYM
# of Institutions
1,703Shares Held
174MCall Options Held
1.76MPut Options Held
464K-
Sumitomo Life Insurance CO15.1MShares$1.8 Billion44.05% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.3 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.54MShares$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5MShares$593 Million0.33% of portfolio
-
Envestnet Asset Management Inc4.94MShares$586 Million0.23% of portfolio