Waypoint Wealth Counsel Vanguard Whitehall Fds (Vangua Transaction History
Waypoint Wealth Counsel
- $153 Billion
- Q4 2024
A detailed history of Waypoint Wealth Counsel transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Waypoint Wealth Counsel holds 73,856 shares of VYM stock, worth $9.78 Million. This represents 6.15% of its overall portfolio holdings.
Number of Shares
73,856
Previous 72,842
1.39%
Holding current value
$9.78 Million
Previous $9.34 Billion
0.91%
% of portfolio
6.15%
Previous 6.29%
Shares
9 transactions
Others Institutions Holding VYM
# of Institutions
1,837Shares Held
181MCall Options Held
1.89MPut Options Held
525K-
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
-
Lpl Financial LLC Fort Mill, SC5.4MShares$715 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$666 Million0.21% of portfolio