Family Wealth Group, LLC Vanguard Whitehall Fds (Vangua Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Family Wealth Group, LLC holds 4,502 shares of VYM stock, worth $603,493. This represents 0.62% of its overall portfolio holdings.
Number of Shares
4,502
Previous 4,460
0.94%
Holding current value
$603,493
Previous $528,000
9.28%
% of portfolio
0.62%
Previous 0.57%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
1,947Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$2.03 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.84 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.31 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$968 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$756 Million0.3% of portfolio