Wolff Financial Management LLC Vanguard Whitehall Fds (Vangua Transaction History
Wolff Financial Management LLC
- $360 Million
- Q4 2024
A detailed history of Wolff Financial Management LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wolff Financial Management LLC holds 205,663 shares of VYM stock, worth $27.1 Million. This represents 7.28% of its overall portfolio holdings.
Number of Shares
205,663
Previous 208,549
1.38%
Holding current value
$27.1 Million
Previous $26.7 Million
1.85%
% of portfolio
7.28%
Previous 7.26%
Shares
22 transactions
Others Institutions Holding VYM
# of Institutions
1,831Shares Held
181MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.49 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.28 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$712 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$663 Million0.21% of portfolio