Talisman Wealth Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History
Talisman Wealth Advisors LLC
- $79.3 Million
- Q1 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 44,364 shares of VYM stock, worth $5.48 Million. This represents 6.77% of its overall portfolio holdings.
Number of Shares
44,364
Previous 41,994
5.64%
Holding current value
$5.48 Million
Previous $4.69 Million
14.51%
% of portfolio
6.77%
Previous 7.0%
Shares
6 transactions
Others Institutions Holding VYM
# of Institutions
1,712Shares Held
173MCall Options Held
1.76MPut Options Held
272K-
Sumitomo Life Insurance CO15.1MShares$1.87 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.35 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.54MShares$1.18 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5MShares$617 Million0.33% of portfolio
-
Envestnet Asset Management Inc4.94MShares$610 Million0.23% of portfolio