Sax Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,082 shares of VYM stock, worth $546,049. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,082
Previous 4,082
-0.0%
Holding current value
$546,049
Previous $523,000
0.57%
% of portfolio
0.04%
Previous 0.05%
Shares
14 transactions
Others Institutions Holding VYM
# of Institutions
1,914Shares Held
195MCall Options Held
1.72MPut Options Held
312K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.84 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$966 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$755 Million0.3% of portfolio