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 $1.97 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
14,543
Previous 3,835
279.22%
Holding current value
$1.97 Million
Previous $414,000
270.53%
% of portfolio
0.6%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
2,015Shares Held
184MCall Options Held
2.03MPut Options Held
206K-
Bank Of America Corp Charlotte, NC12.1MShares$1.64 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.9MShares$1.34 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.31MShares$990 Million0.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.76MShares$780 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.47MShares$740 Million0.06% of portfolio