Luminvest Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History
Luminvest Wealth Management LLC
- $241 Billion
- Q3 2024
A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 9,051 shares of VYM stock, worth $1.16 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
9,051
Previous 3,113
190.75%
Holding current value
$1.16 Million
Previous $374 Million
210.45%
% of portfolio
0.48%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,799Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.94 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.46 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.24 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$693 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$646 Million0.21% of portfolio