Strategic Financial Concepts, LLC Vanguard Whitehall Fds (Vangua Transaction History
Strategic Financial Concepts, LLC
- $533 Billion
- Q1 2025
A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 5,748 shares of VYM stock, worth $783,337. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,748
Previous 5,803
0.95%
Holding current value
$783,337
Previous $740 Million
0.11%
% of portfolio
0.14%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding VYM
# of Institutions
2,018Shares Held
189MCall Options Held
2.03MPut Options Held
311K-
Bank Of America Corp Charlotte, NC12.1MShares$1.65 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.9MShares$1.35 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.31MShares$997 Million0.37% of portfolio
-
Sumitomo Life Insurance CO5.77MShares$787 Million26.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.76MShares$785 Million0.3% of portfolio