Paragon Private Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Paragon Private Wealth Management, LLC
- $210 Million
- Q4 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 2,884 shares of VYM stock, worth $384,119. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,884
Previous 2,247
28.35%
Holding current value
$384,119
Previous $288,000
27.43%
% of portfolio
0.18%
Previous 0.15%
Shares
5 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