Wealth Dimensions Group, Ltd. Vanguard Whitehall Fds (Vangua Transaction History
Wealth Dimensions Group, Ltd.
- $394 Million
- Q3 2024
A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 137,110 shares of VYM stock, worth $17.4 Million. This represents 4.46% of its overall portfolio holdings.
Number of Shares
137,110
Previous 131,562
4.22%
Holding current value
$17.4 Million
Previous $15.6 Million
12.65%
% of portfolio
4.46%
Previous 4.45%
Shares
16 transactions
Others Institutions Holding VYM
# of Institutions
1,798Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.92 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.44 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.23 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$686 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$639 Million0.21% of portfolio