Monument Group Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Monument Group Wealth Advisors, LLC
- $166 Billion
- Q3 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 1,750 shares of VYM stock, worth $226,362. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,750
Previous 1,750
-0.0%
Holding current value
$226,362
Previous $208 Million
8.09%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding VYM
# of Institutions
1,799Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.96 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.47 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.25 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$698 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$650 Million0.21% of portfolio