True Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 2025
A detailed history of True Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, True Wealth Advisors, LLC holds 4,412 shares of VYM stock, worth $597,649. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,412
Previous 3,879
13.74%
Holding current value
$597,649
Previous $494,000
19.03%
% of portfolio
0.21%
Previous 0.2%
Shares
17 transactions
Others Institutions Holding VYM
# of Institutions
2,014Shares Held
189MCall Options Held
2.03MPut Options Held
311K-
Bank Of America Corp Charlotte, NC12.1MShares$1.64 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.9MShares$1.34 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.31MShares$991 Million0.37% of portfolio
-
Sumitomo Life Insurance CO5.77MShares$782 Million26.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.76MShares$780 Million0.3% of portfolio