Strategic Wealth Investment Group, LLC Vanguard Whitehall Fds (Vangua Transaction History
Strategic Wealth Investment Group, LLC
- $876 Million
- Q3 2024
A detailed history of Strategic Wealth Investment Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 2,609 shares of VYM stock, worth $340,996. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,609
Previous 2,349
11.07%
Holding current value
$340,996
Previous $278,000
20.14%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding VYM
# of Institutions
1,795Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.98 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.48 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.26 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$706 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$657 Million0.21% of portfolio