Waypoint Wealth Partners Inc. Vanguard Whitehall Fds (Vangua Transaction History
Waypoint Wealth Partners Inc.
- $362 Million
- Q3 2024
A detailed history of Waypoint Wealth Partners Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 3,746 shares of VYM stock, worth $490,164. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,746
Previous 3,547
5.61%
Holding current value
$490,164
Previous $420,000
14.29%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,798Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.98 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.48 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.27 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$707 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$658 Million0.21% of portfolio