Wealth Management Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Wealth Management Partners, LLC
- $194 Million
- Q1 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 34,781 shares of VYM stock, worth $4.13 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
34,781
Previous 38,159
8.85%
Holding current value
$4.13 Million
Previous $4.26 Million
1.2%
% of portfolio
2.17%
Previous 2.41%
Shares
14 transactions
Others Institutions Holding VYM
# of Institutions
1,703Shares Held
174MCall Options Held
1.76MPut Options Held
464K-
Sumitomo Life Insurance CO15.1MShares$1.8 Billion44.05% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.3 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.54MShares$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5MShares$593 Million0.33% of portfolio
-
Envestnet Asset Management Inc4.94MShares$586 Million0.23% of portfolio