Financial Perspectives, Inc Vanguard Whitehall Fds (Vangua Transaction History
Financial Perspectives, Inc
- $288 Billion
- Q3 2024
A detailed history of Financial Perspectives, Inc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Financial Perspectives, Inc holds 135,896 shares of VYM stock, worth $18.1 Million. This represents 6.04% of its overall portfolio holdings.
Number of Shares
135,896
Previous 134,440
1.08%
Holding current value
$18.1 Million
Previous $15.9 Billion
9.27%
% of portfolio
6.04%
Previous 5.89%
Shares
20 transactions
Others Institutions Holding VYM
# of Institutions
1,817Shares Held
180MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2.01 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.51 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.29 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$718 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$669 Million0.21% of portfolio