Values Added Financial LLC Vanguard Whitehall Fds (Vangua Transaction History
Values Added Financial LLC
- $173 Billion
- Q4 2024
A detailed history of Values Added Financial LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Values Added Financial LLC holds 8,188 shares of VYM stock, worth $1.08 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
8,188
Previous 4,213
94.35%
Holding current value
$1.08 Million
Previous $540 Million
93.43%
% of portfolio
0.6%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,837Shares 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$1.5 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.28 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$715 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$666 Million0.21% of portfolio