Walter & Keenan Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History
Walter & Keenan Wealth Management LLC
- $313 Million
- Q2 2024
A detailed history of Walter & Keenan Wealth Management LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 42,486 shares of VYM stock, worth $5.47 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
42,486
Previous 42,356
0.31%
Holding current value
$5.47 Million
Previous $5.12 Million
1.68%
% of portfolio
1.61%
Previous 1.69%
Shares
26 transactions
Others Institutions Holding VYM
# of Institutions
1,720Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.95 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.42 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.22 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$672 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$643 Million0.21% of portfolio