Balanced Wealth Group LLC Vanguard Whitehall Fds (Vangua Transaction History

Balanced Wealth Group LLC

  • $223 Billion
  • Q4 2024

A detailed history of Balanced Wealth Group LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Balanced Wealth Group LLC holds 2,987 shares of VYM stock, worth $400,407. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,987
Previous 2,983 0.13%
Holding current value
$400,407
Previous $382 Million 3.4%
% of portfolio
0.18%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$126.68 - $134.74 $506 - $538
4 Added 0.13%
2,987 $395 Million
Q3 2024

Oct 28, 2024
SELL
$117.9 - $128.2 $88,542 - $96,278
-751 Reduced 20.11%
2,983 $382 Million
Q2 2024

Aug 13, 2024
SELL
$114.71 - $121.51 $31,315 - $33,172
-273 Reduced 6.81%
3,734 $442 Million
Q1 2024

May 13, 2024
SELL
$109.98 - $120.99 $48,281 - $53,114
-439 Reduced 9.87%
4,007 $479 Million
Q4 2023

Feb 06, 2024
BUY
$98.71 - $111.84 $438,864 - $497,240
4,446 New
4,446 $496 Million

Others Institutions Holding VYM

# of Institutions
1,947
Shares Held
194M
Call Options Held
843K
Put Options Held
340K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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