Vertex Planning Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 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 2,051 shares of VYM stock, worth $243,187. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,051Holding current value
$243,187% of portfolio
0.07%Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,704Shares Held
174MCall Options Held
1.76MPut Options Held
464K-
Sumitomo Life Insurance CO15.1MShares$1.79 Billion44.05% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.3 Billion0.13% of portfolio
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Morgan Stanley New York, NY9.54MShares$1.13 Billion0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC5MShares$592 Million0.33% of portfolio
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Envestnet Asset Management Inc4.94MShares$586 Million0.23% of portfolio