Tobias Financial Advisors, Inc. Vanguard Whitehall Fds (Vangua Transaction History
Tobias Financial Advisors, Inc.
- $486 Million
- Q3 2024
A detailed history of Tobias Financial Advisors, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 7,237 shares of VYM stock, worth $923,006. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,237
Previous 7,122
1.61%
Holding current value
$923,006
Previous $844,000
9.83%
% of portfolio
0.19%
Previous 0.19%
Shares
11 transactions
Others Institutions Holding VYM
# of Institutions
1,799Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.93 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.45 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.23 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$689 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$641 Million0.21% of portfolio