Tempus Wealth Planning, LLC Vanguard Whitehall Fds (Vangua Transaction History
Tempus Wealth Planning, LLC
- $255 Million
- Q3 2024
A detailed history of Tempus Wealth Planning, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 12,964 shares of VYM stock, worth $1.63 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
12,964
Previous 13,043
0.61%
Holding current value
$1.63 Million
Previous $1.55 Million
7.44%
% of portfolio
0.65%
Previous 0.68%
Shares
15 transactions
Others Institutions Holding VYM
# of Institutions
1,801Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.91 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.43 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.22 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$681 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$634 Million0.21% of portfolio