Cassaday & CO Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History

Cassaday & CO Wealth Management LLC

  • $3.53 Billion
  • Q3 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 4,233 shares of VYM stock, worth $565,613. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,233
Previous 3,133 35.11%
Holding current value
$565,613
Previous $371,000 46.09%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$117.9 - $128.2 $129,690 - $141,020
1,100 Added 35.11%
4,233 $542,000
Q1 2024

May 08, 2024
BUY
$109.98 - $120.99 $344,567 - $379,061
3,133 New
3,133 $379,000
Q4 2022

Feb 07, 2023
BUY
$96.14 - $113.15 $318,127 - $374,413
3,309 New
3,309 $0

Others Institutions Holding VYM

# of Institutions
1,797
Shares Held
179M
Call Options Held
1.89M
Put Options Held
525K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email