Simplicity Wealth,Llc Vanguard Whitehall Fds (Vangua Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Simplicity Wealth,Llc holds 24,418 shares of VYM stock, worth $3.26 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
24,418
Previous 26,180
6.73%
Holding current value
$3.26 Million
Previous $3.1 Million
0.84%
% of portfolio
0.3%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding VYM
# of Institutions
1,797Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.51 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.29 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$721 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$672 Million0.21% of portfolio