Iron Horse Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Iron Horse Wealth Management, LLC
- $276 Million
- Q4 2024
A detailed history of Iron Horse Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 254,011 shares of VYM stock, worth $33.8 Million. This represents 11.76% of its overall portfolio holdings.
Number of Shares
254,011
Previous 245,198
3.59%
Holding current value
$33.8 Million
Previous $31.4 Million
3.1%
% of portfolio
11.76%
Previous 11.64%
Shares
17 transactions
Others Institutions Holding VYM
# of Institutions
1,943Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.83 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$962 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$752 Million0.3% of portfolio