Sterling Financial Planning, Inc. Vanguard Whitehall Fds (Vangua Transaction History
Sterling Financial Planning, Inc.
- $264 Million
- Q4 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 69,863 shares of VYM stock, worth $9.25 Million. This represents 3.38% of its overall portfolio holdings.
Number of Shares
69,863
Previous 69,394
0.68%
Holding current value
$9.25 Million
Previous $8.9 Million
0.19%
% of portfolio
3.38%
Previous 3.38%
Shares
17 transactions
Others Institutions Holding VYM
# of Institutions
1,842Shares Held
181MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.5 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.28 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$715 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$666 Million0.21% of portfolio