Slate Stone Wealth, LLC Vanguard Whitehall Fds (Vangua Transaction History
Slate Stone Wealth, LLC
- $996 Million
- Q1 2024
A detailed history of Slate Stone Wealth, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 115,552 shares of VYM stock, worth $13.7 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
115,552
Previous 117,522
1.68%
Holding current value
$13.7 Million
Previous $13.1 Million
6.57%
% of portfolio
1.4%
Previous 1.7%
Shares
22 transactions
Others Institutions Holding VYM
# of Institutions
1,705Shares 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$587 Million0.23% of portfolio