Wealth Management Strategies, Inc. Vanguard Whitehall Fds (Vangua Transaction History
Wealth Management Strategies, Inc.
- $145 Million
- Q1 2025
A detailed history of Wealth Management Strategies, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 2,952 shares of VYM stock, worth $417,796. This represents 0.26% of its overall portfolio holdings.
Number of Shares
2,952
Previous 2,955
0.1%
Holding current value
$417,796
Previous $377,000
0.8%
% of portfolio
0.26%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
2,029Shares Held
192MCall Options Held
2.08MPut Options Held
216K-
Bank Of America Corp Charlotte, NC12.1MShares$1.71 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.97MShares$1.41 Billion0.09% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL7.98MShares$1.13 Billion1.5% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.49MShares$1.06 Billion0.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.17MShares$873 Million0.29% of portfolio