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 $1.86 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
14,543
Previous 3,835
279.22%
Holding current value
$1.86 Million
Previous $414,000
270.53%
% of portfolio
0.6%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,720Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.94 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.41 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.21 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$669 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$640 Million0.21% of portfolio