Caldwell Trust CO Vanguard Whitehall Fds (Vangua Transaction History

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025

A detailed history of Caldwell Trust CO transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Caldwell Trust CO holds 5,829 shares of VYM stock, worth $817,575. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,829
Previous 5,829 -0.0%
Holding current value
$817,575
Previous $777 Million 5.73%
% of portfolio
0.08%
Previous 0.08%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025
BUY
$114.78 - $133.31 $669,052 - $777,063
5,829 New
5,829 $777 Million
Q4 2024

Sep 24, 2025
SELL
$126.68 - $134.74 $19,002 - $20,211
-150 Reduced 2.55%
5,726 $731 Million
Q3 2024

Sep 24, 2025
BUY
$117.9 - $128.2 $9,432 - $10,256
80 Added 1.38%
5,876 $753 Million
Q2 2024

Sep 24, 2025
SELL
$114.71 - $121.51 $4,129 - $4,374
-36 Reduced 0.62%
5,796 $687 Million
Q1 2024

Sep 24, 2025
BUY
$109.98 - $120.99 $329 - $362
3 Added 0.05%
5,832 $706 Million
Q4 2023

Oct 01, 2025
BUY
$98.71 - $111.84 $15,497 - $17,558
157 Added 2.65%
6,077 $678 Million
Q3 2023

Oct 01, 2025
BUY
$103.32 - $110.34 $90,405 - $96,547
875 Added 17.34%
5,920 $612 Million
Q2 2023

Oct 01, 2025
SELL
$101.36 - $107.68 $129,335 - $137,399
-1,276 Reduced 20.19%
5,045 $535 Million
Q1 2023

Oct 01, 2025
BUY
$100.82 - $111.44 $49,603 - $54,828
492 Added 8.44%
6,321 $667 Million
Q4 2022

Oct 01, 2025
SELL
$96.14 - $113.15 $3,749 - $4,412
-39 Reduced 0.67%
5,772 $625 Million
Q3 2022

Oct 01, 2025
SELL
$94.88 - $110.28 $1,707 - $1,985
-18 Reduced 0.31%
5,811 $551 Million
Q2 2022

Oct 01, 2025
SELL
$99.2 - $114.57 $18,054 - $20,851
-182 Reduced 3.19%
5,531 $563 Million
Q1 2022

Oct 01, 2025
SELL
$107.24 - $115.01 $12,439 - $13,341
-116 Reduced 1.99%
5,713 $641 Million
Q4 2021

Oct 02, 2025
SELL
$104.33 - $112.16 $11,997 - $12,898
-115 Reduced 2.05%
5,503 $617 Million
Q3 2021

Oct 02, 2025
BUY
$102.3 - $108.36 $15,345 - $16,254
150 Added 2.74%
5,618 $581 Million
Q2 2021

Oct 02, 2025
SELL
$101.6 - $107.95 $11,176 - $11,874
-110 Reduced 1.97%
5,468 $573 Million
Q1 2021

Oct 02, 2025
SELL
$90.4 - $101.83 $22,690 - $25,559
-251 Reduced 4.31%
5,578 $564 Million
Q4 2020

Oct 02, 2025
SELL
$78.88 - $92.1 $19,798 - $23,117
-251 Reduced 4.31%
5,578 $510 Million
Q3 2020

Oct 02, 2025
SELL
$77.57 - $85.18 $224,952 - $247,022
-2,900 Reduced 31.65%
6,262 $507 Million
Q2 2020

Oct 02, 2025
SELL
$67.79 - $86.78 $106,091 - $135,810
-1,565 Reduced 14.59%
9,162 $722 Million
Q1 2020

Oct 02, 2025
BUY
$60.97 - $94.78 $298,631 - $464,232
4,898 Added 84.03%
10,727 $759 Million
Q4 2019

Oct 06, 2025
BUY
$85.84 - $94.47 $749,039 - $824,345
8,726 Added 149.7%
14,555 $1.36 Billion

Others Institutions Holding VYM

# of Institutions
2,070
Shares Held
195M
Call Options Held
2.08M
Put Options Held
216K
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 Caldwell Trust CO Portfolio

Follow Caldwell Trust CO 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 Caldwell Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email