Axxcess Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 2,222 shares of VYM stock, worth $285,838. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,222
Previous 1,953 13.77%
Holding current value
$285,838
Previous $231,000 22.94%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024
BUY
$117.9 - $128.2 $31,715 - $34,485
269 Added 13.77%
2,222 $284,000
Q2 2024

Aug 09, 2024
BUY
$114.71 - $121.51 $224,028 - $237,309
1,953 New
1,953 $231,000
Q3 2023

Nov 14, 2023
BUY
$103.32 - $110.34 $7,852 - $8,385
76 Added 4.0%
1,978 $204,000
Q2 2023

Aug 08, 2023
SELL
$101.36 - $107.68 $21,082 - $22,397
-208 Reduced 9.86%
1,902 $201,000
Q1 2023

May 03, 2023
SELL
$100.82 - $111.44 $200,430 - $221,542
-1,988 Reduced 48.51%
2,110 $222,000
Q4 2022

Feb 14, 2023
SELL
$96.14 - $113.15 $420,131 - $494,465
-4,370 Reduced 51.61%
4,098 $443,000
Q3 2022

Nov 14, 2022
BUY
$94.88 - $110.28 $185,775 - $215,928
1,958 Added 30.08%
8,468 $803,000
Q2 2022

Aug 11, 2022
BUY
$99.2 - $114.57 $183,321 - $211,725
1,848 Added 39.64%
6,510 $662,000
Q1 2022

Aug 11, 2022
BUY
$107.24 - $115.01 $167,187 - $179,300
1,559 Added 50.24%
4,662 $523,000
Q4 2021

Aug 11, 2022
BUY
$104.33 - $112.16 $323,735 - $348,032
3,103 New
3,103 $348,000

Others Institutions Holding VYM

# of Institutions
1,799
Shares Held
179M
Call Options Held
1.89M
Put Options Held
525K
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 Axxcess Wealth Management, LLC Portfolio

Follow Axxcess 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 Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email