San Luis Wealth Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History
San Luis Wealth Advisors LLC
- $484 Million
- Q3 2024
A detailed history of San Luis Wealth Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 2,410 shares of VYM stock, worth $311,733. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,410
Previous 2,194
9.85%
Holding current value
$311,733
Previous $260,000
18.85%
% of portfolio
0.06%
Previous 0.06%
Shares
2 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