West Financial Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
West Financial Advisors, LLC
- $518 Million
- Q4 2024
A detailed history of West Financial Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, West Financial Advisors, LLC holds 823 shares of VYM stock, worth $110,092. This represents 0.02% of its overall portfolio holdings.
Number of Shares
823
Previous 934
11.88%
Holding current value
$110,092
Previous $119,000
11.76%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding VYM
# of Institutions
1,931Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.84 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$966 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$755 Million0.3% of portfolio