Sterling Financial Planning, Inc. Vanguard Whitehall Fds (Vangua Transaction History
Sterling Financial Planning, Inc.
- $240 Million
- Q2 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 68,404 shares of VYM stock, worth $8.76 Million. This represents 3.38% of its overall portfolio holdings.
Number of Shares
68,404
Previous 66,580
2.74%
Holding current value
$8.76 Million
Previous $8.06 Million
0.71%
% of portfolio
3.38%
Previous 3.34%
Shares
15 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