Winch Advisory Services, LLC Vanguard Whitehall Fds (Vangua Transaction History
Winch Advisory Services, LLC
- $364 Million
- Q4 2024
A detailed history of Winch Advisory Services, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Winch Advisory Services, LLC holds 1,772 shares of VYM stock, worth $226,018. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,772
Previous 1,598
10.89%
Holding current value
$226,018
Previous $204,000
10.78%
% of portfolio
0.06%
Previous 0.06%
Shares
29 transactions
Others Institutions Holding VYM
# of Institutions
1,960Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$1.93 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.75 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.24 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$921 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$720 Million0.3% of portfolio