Wealth Dimensions Group, Ltd. Vanguard Whitehall Fds (Vangua Transaction History
Wealth Dimensions Group, Ltd.
- $418 Million
- Q1 2025
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 143,688 shares of VYM stock, worth $18.5 Million. This represents 4.43% of its overall portfolio holdings.
Number of Shares
143,688
Previous 140,216
2.48%
Holding current value
$18.5 Million
Previous $17.9 Million
3.58%
% of portfolio
4.43%
Previous 4.39%
Shares
18 transactions
Others Institutions Holding VYM
# of Institutions
1,999Shares Held
186MCall Options Held
2.03MPut Options Held
311K-
Bank Of America Corp Charlotte, NC12.1MShares$1.57 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.9MShares$1.28 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.31MShares$943 Million0.37% of portfolio
-
Sumitomo Life Insurance CO5.77MShares$745 Million26.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.76MShares$743 Million0.3% of portfolio