Sfg Wealth Management, Llc. Vanguard Whitehall Fds (Vangua Transaction History
Sfg Wealth Management, Llc.
- $181 Million
- Q3 2024
A detailed history of Sfg Wealth Management, Llc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 2,150 shares of VYM stock, worth $278,102. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,150
Previous 3,000
28.33%
Holding current value
$278,102
Previous $355,000
22.54%
% of portfolio
0.15%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding VYM
# of Institutions
1,799Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.96 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.47 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.25 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$698 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$650 Million0.21% of portfolio