Wealth Enhancement & Preservation Of Ga, LLC Vanguard Whitehall Fds (Vangua Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 27, 2020	SELL	$60.97 - $94.78 $200,835 - $312,205	-3,294 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$85.84 - $94.47 $282,756 - $311,184	3,294 New	3,294 $308,000

Others Institutions Holding VYM

# of Institutions

1,798

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

Sumitomo Life Insurance CO

15.1M
Shares

$1.98 Billion
38.16% of portfolio
Bank Of America Corp Charlotte, NC

11.3M
Shares

$1.49 Billion
0.12% of portfolio
Morgan Stanley New York, NY

9.68M
Shares

$1.27 Billion
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

5.4M
Shares

$708 Million
0.32% of portfolio
Envestnet Asset Management Inc

5.03M
Shares

$659 Million
0.21% of portfolio

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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