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 $328,361. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,437
Previous 2,437 -0.0%
Holding current value
$328,361
Previous $289,000 7.96%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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