A detailed history of Heritage Family Offices, LLP transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Heritage Family Offices, LLP holds 3,708 shares of VYM stock, worth $498,577. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,708
Previous 3,813 2.75%
Holding current value
$498,577
Previous $452 Million 5.12%
% of portfolio
0.25%
Previous 0.25%

Shares

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

Oct 16, 2024

SELL
$117.9 - $128.2 $12,379 - $13,460
-105 Reduced 2.75%
3,708 $475 Million
Q2 2024

Aug 01, 2024

BUY
$114.71 - $121.51 $437,389 - $463,317
3,813 New
3,813 $452 Million

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP 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 Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.