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
2,028Shares Held
195MCall Options Held
2.08MPut Options Held
216K-
Bank Of America Corp Charlotte, NC12.1MShares$1.71 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.97MShares$1.41 Billion0.09% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL7.98MShares$1.13 Billion1.5% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.49MShares$1.06 Billion0.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.17MShares$871 Million0.29% of portfolio