Precedent Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 11,715 shares of VYM stock, worth $1.51 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
11,715
Previous 10,393
12.72%
Holding current value
$1.51 Million
Previous $1.23 Billion
21.84%
% of portfolio
0.5%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
1,741Shares Held
174MCall Options Held
1.59MPut Options Held
278K-
Sumitomo Life Insurance CO15.1MShares$1.95 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.41 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.21 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$671 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$643 Million0.21% of portfolio