Trinity Financial Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History
Trinity Financial Advisors LLC
- $258 Million
- Q4 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 47,892 shares of VYM stock, worth $6.41 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
47,892
Previous 48,764
1.79%
Holding current value
$6.41 Million
Previous $6.25 Million
2.26%
% of portfolio
2.37%
Previous 2.53%
Shares
8 transactions
Others Institutions Holding VYM
# of Institutions
1,914Shares Held
195MCall Options Held
1.72MPut Options Held
312K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.84 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$966 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$755 Million0.3% of portfolio