Ridgecrest Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Ridgecrest Wealth Partners, LLC
- $190 Million
- Q1 2025
A detailed history of Ridgecrest Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 12,998 shares of VYM stock, worth $1.6 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
12,998
Previous 9,238
40.7%
Holding current value
$1.6 Million
Previous $1.18 Million
42.28%
% of portfolio
0.88%
Previous 0.64%
Shares
13 transactions
Others Institutions Holding VYM
# of Institutions
1,979Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$1.87 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.69 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.2 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$890 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$696 Million0.3% of portfolio