Bartlett & Co. Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.59 Trillion
  • Q2 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 18,908 shares of VYM stock, worth $2.42 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,908
Previous 26,027 27.35%
Holding current value
$2.42 Million
Previous $3.15 Billion 28.79%
% of portfolio
0.03%
Previous 0.05%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$114.71 - $121.51 $816,620 - $865,029
-7,119 Reduced 27.35%
18,908 $2.24 Billion
Q1 2024

May 09, 2024
BUY
$109.98 - $120.99 $16,716 - $18,390
152 Added 0.59%
26,027 $3.15 Billion
Q4 2023

Feb 14, 2024
BUY
$98.71 - $111.84 $148,361 - $168,095
1,503 Added 6.17%
25,875 $2.89 Billion
Q3 2023

Feb 14, 2024
BUY
$103.32 - $110.34 $20,560 - $21,957
199 Added 0.82%
24,372 $2.52 Billion
Q2 2023

Feb 14, 2024
SELL
$101.36 - $107.68 $95,278 - $101,219
-940 Reduced 3.74%
24,173 $2.56 Billion
Q1 2023

Feb 14, 2024
BUY
$100.82 - $111.44 $10,686 - $11,812
106 Added 0.42%
25,113 $2.65 Billion
Q4 2022

Feb 14, 2024
BUY
$96.14 - $113.15 $4,230 - $4,978
44 Added 0.18%
25,007 $2.71 Billion
Q3 2022

Feb 14, 2024
BUY
$94.88 - $110.28 $74,955 - $87,121
790 Added 3.27%
24,963 $2.37 Billion
Q2 2022

Feb 14, 2024
SELL
$99.2 - $114.57 $1.14 Million - $1.32 Million
-11,533 Reduced 32.3%
24,173 $2.46 Billion
Q1 2022

Feb 14, 2024
SELL
$107.24 - $115.01 $4,289 - $4,600
-40 Reduced 0.11%
35,706 $4.01 Billion
Q4 2021

Feb 14, 2024
SELL
$104.33 - $112.16 $192,384 - $206,823
-1,844 Reduced 4.91%
35,746 $4.01 Billion
Q3 2021

Feb 13, 2024
SELL
$102.3 - $108.36 $64,142 - $67,941
-627 Reduced 1.64%
37,590 $3.88 Billion
Q2 2021

Feb 13, 2024
BUY
$101.6 - $107.95 $41,351 - $43,935
407 Added 1.08%
38,217 $4 Billion
Q1 2021

Feb 13, 2024
SELL
$90.4 - $101.83 $141,024 - $158,854
-1,560 Reduced 3.96%
37,810 $3.82 Billion
Q4 2020

Feb 13, 2024
BUY
$78.88 - $92.1 $278,130 - $324,744
3,526 Added 9.84%
39,370 $3.6 Billion
Q3 2020

Feb 13, 2024
BUY
$77.57 - $85.18 $775 - $851
10 Added 0.03%
35,844 $2.9 Billion
Q2 2020

Feb 13, 2024
BUY
$67.79 - $86.78 $3,592 - $4,599
53 Added 0.15%
35,834 $2.82 Billion
Q1 2020

Feb 13, 2024
BUY
$60.97 - $94.78 $339,419 - $527,640
5,567 Added 18.43%
35,781 $2.53 Billion
Q4 2019

Feb 13, 2024
SELL
$85.84 - $94.47 $85,840 - $94,470
-1,000 Reduced 3.2%
30,214 $2.83 Billion
Q3 2019

Feb 13, 2024
BUY
$88.2 - $89.75 $299,350 - $304,611
3,394 Added 12.2%
31,214 $2.77 Billion
Q2 2019

Feb 13, 2024
SELL
N/A
-20 Reduced 0.07%
27,820 $2.43 Billion
Q1 2019

Feb 13, 2024
SELL
N/A
-10 Reduced 0.04%
27,840 $2.38 Billion
Q1 2018

Feb 13, 2024
BUY
N/A
27,850 New
27,850 $2.3 Billion

Others Institutions Holding VYM

# of Institutions
1,720
Shares Held
173M
Call Options Held
1.59M
Put Options Held
147K
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 Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email