Southern Wealth Management, LLP Vanguard Whitehall Fds (Vangua Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Southern Wealth Management, LLP holds 14,543 shares of VYM stock, worth $2.05 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
14,543
Previous 3,835
279.22%
Holding current value
$2.05 Million
Previous $414,000
270.53%
% of portfolio
0.6%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
2,096Shares Held
190MCall Options Held
2.01MPut Options Held
167K-
Bank Of America Corp Charlotte, NC11.9MShares$1.68 Billion0.12% of portfolio
-
Morgan Stanley New York, NY10MShares$1.42 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.45MShares$1.05 Billion0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.47MShares$913 Million0.29% of portfolio
-
Wells Fargo & Company San Francisco, CA5.3MShares$748 Million0.15% of portfolio