Sterling Financial Planning, Inc. Vanguard Whitehall Fds (Vangua Transaction History
Sterling Financial Planning, Inc.
- $264 Million
- Q4 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 69,863 shares of VYM stock, worth $8.91 Million. This represents 3.38% of its overall portfolio holdings.
Number of Shares
69,863
Previous 69,394
0.68%
Holding current value
$8.91 Million
Previous $8.9 Million
0.19%
% of portfolio
3.38%
Previous 3.38%
Shares
17 transactions
Others Institutions Holding VYM
# of Institutions
1,960Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$1.93 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.75 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.24 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$921 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$720 Million0.3% of portfolio