Venturi Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 761 shares of VYM stock, worth $101,144. This represents 0.01% of its overall portfolio holdings.
Number of Shares
761
Previous 761
-0.0%
Holding current value
$101,144
Previous $97,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VYM
# of Institutions
1,945Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$2.01 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.83 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$960 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$750 Million0.3% of portfolio