Trinity Financial Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History
Trinity Financial Advisors LLC
- $209 Million
- Q1 2024
A detailed history of Trinity Financial Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 53,572 shares of VYM stock, worth $6.36 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
53,572
Previous 58,163
7.89%
Holding current value
$6.36 Million
Previous $6.49 Million
0.17%
% of portfolio
3.1%
Previous 3.38%
Shares
5 transactions
Others Institutions Holding VYM
# of Institutions
1,703Shares Held
174MCall Options Held
1.76MPut Options Held
464K-
Sumitomo Life Insurance CO15.1MShares$1.8 Billion44.05% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.3 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.54MShares$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5MShares$593 Million0.33% of portfolio
-
Envestnet Asset Management Inc4.94MShares$586 Million0.23% of portfolio