Vista Wealth Management Group, LLC Vanguard Whitehall Fds (Vangua Transaction History
Vista Wealth Management Group, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 3,707 shares of VYM stock, worth $447,953. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,707
Previous 1,700
118.06%
Holding current value
$447,953
Previous $216,000
118.52%
% of portfolio
0.03%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,967Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$1.83 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.66 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.18 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$873 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$682 Million0.3% of portfolio