Beta Wealth Group, Inc. Vanguard Whitehall Fds Intl Di Transaction History
Beta Wealth Group, Inc.
- $206 Million
- Q4 2024
A detailed history of Beta Wealth Group, Inc. transactions in Vanguard Whitehall Fds Intl Di stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 2,948 shares of VIGI stock, worth $245,450. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,948
Previous 2,978
1.01%
Holding current value
$245,450
Previous $262,000
10.31%
% of portfolio
0.11%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding VIGI
# of Institutions
514Shares Held
47.3MCall Options Held
1KPut Options Held
400-
Morgan Stanley New York, NY6.2MShares$516 Million0.04% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA3.76MShares$313 Million2.56% of portfolio
-
Bank Of America Corp Charlotte, NC3.21MShares$267 Million0.02% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC1.93MShares$160 Million2.99% of portfolio
-
Citigroup Inc1.85MShares$154 Million0.09% of portfolio