Vertex Planning Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,096 shares of VYM stock, worth $281,912. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,096
Previous 1,907
9.91%
Holding current value
$281,912
Previous $244 Million
9.37%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding VYM
# of Institutions
1,931Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$2.04 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.85 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.31 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$971 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$759 Million0.3% of portfolio