Vista Wealth Management Group, LLC Vanguard Whitehall Fds (Vangua Transaction History
Vista Wealth Management Group, LLC
- $1.45 Billion
- Q3 2024
A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 1,700 shares of VYM stock, worth $214,387. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,700
Previous 1,700
-0.0%
Holding current value
$214,387
Previous $201,000
7.96%
% of portfolio
0.01%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding VYM
# of Institutions
1,801Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.91 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.43 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.22 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$681 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$634 Million0.21% of portfolio