Appleton Partners Inc Vanguard Whitehall Fds (Vangua Transaction History

Appleton Partners Inc

$1.3 Billion
Q2 2024

A detailed history of Appleton Partners Inc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Appleton Partners Inc holds 2,437 shares of VYM stock, worth $299,945. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,437

Previous 2,437 -0.0%

Holding current value

$299,945

Previous $295,000 2.03%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 01, 2024	SELL	$109.98 - $120.99 $14,957 - $16,454	-136 Reduced 5.29%	2,437 $295,000
Q4 2023 Jan 02, 2024	SELL	$98.71 - $111.84 $3,454 - $3,914	-35 Reduced 1.34%	2,573 $287,000
Q3 2023 Oct 03, 2023	SELL	$103.32 - $110.34 $20,147 - $21,516	-195 Reduced 6.96%	2,608 $269,000
Q2 2023 Jul 10, 2023	BUY	$101.36 - $107.68 $6,487 - $6,891	64 Added 2.34%	2,803 $297,000
Q4 2022 Jan 19, 2023	BUY	$96.14 - $113.15 $263,327 - $309,917	2,739 New	2,739 $296,000
Q2 2022 Jul 08, 2022	SELL	$99.2 - $114.57 $4,067 - $4,697	-41 Reduced 0.76%	5,350 $544,000
Q1 2022 Apr 05, 2022	SELL	$107.24 - $115.01 $120,966 - $129,731	-1,128 Reduced 17.3%	5,391 $605,000
Q4 2021 Feb 03, 2022	BUY	$104.33 - $112.16 $107,564 - $115,636	1,031 Added 18.79%	6,519 $731,000
Q4 2020 Jan 19, 2021	SELL	$78.88 - $92.1 $7,888 - $9,210	-100 Reduced 1.79%	5,488 $502,000
Q2 2020 Aug 14, 2020	SELL	$67.79 - $86.78 $1,016 - $1,301	-15 Reduced 0.27%	5,588 $440,000
Q1 2020 May 04, 2020	BUY	$60.97 - $94.78 $8,230 - $12,795	135 Added 2.47%	5,603 $396,000
Q2 2019 Jul 25, 2019	BUY	N/A	5,468 New	5,468 $478,000

Others Institutions Holding VYM

# of Institutions

1,716

Shares Held

173M

Call Options Held

1.59M

Put Options Held

147K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Appleton Partners Inc Vanguard Whitehall Fds (Vangua Transaction History