Vertex Planning Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,907 shares of VYM stock, worth $252,334. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,907
Previous 1,877
1.6%
Holding current value
$252,334
Previous $223 Million
9.82%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
1,872Shares Held
189MCall Options Held
1.79MPut Options Held
394K-
Sumitomo Life Insurance CO15.1MShares$2 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.5 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.28 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$956 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$714 Million0.32% of portfolio