Paragon Private Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Paragon Private Wealth Management, LLC
- $197 Million
- Q3 2024
A detailed history of Paragon Private Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 2,247 shares of VYM stock, worth $289,840. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,247
Previous 2,184
2.88%
Holding current value
$289,840
Previous $259,000
11.2%
% of portfolio
0.15%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
1,798Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.95 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.46 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.25 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$696 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$649 Million0.21% of portfolio