Portside Wealth Group, LLC Vanguard Whitehall Fds (Vangua Transaction History
Portside Wealth Group, LLC
- $578 Billion
- Q4 2024
A detailed history of Portside Wealth Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Portside Wealth Group, LLC holds 2,596 shares of VYM stock, worth $345,423. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,596
Previous 2,596
-0.0%
Holding current value
$345,423
Previous $333 Million
-0.0%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding VYM
# of Institutions
1,818Shares Held
180MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2.01 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.51 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.29 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$718 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$669 Million0.21% of portfolio