Wealth Management Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Wealth Management Partners, LLC
- $229 Million
- Q4 2024
A detailed history of Wealth Management Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wealth Management Partners, LLC holds 30,892 shares of VYM stock, worth $4.14 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
30,892
Previous 32,613
5.28%
Holding current value
$4.14 Million
Previous $4.18 Million
5.72%
% of portfolio
1.72%
Previous 1.96%
Shares
17 transactions
Others Institutions Holding VYM
# of Institutions
1,947Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$2.03 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.84 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.31 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$968 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$756 Million0.3% of portfolio