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

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

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 6,747 shares of VYM stock, worth $866,179. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,747

Previous 7,350 8.2%

Holding current value

$866,179

Previous $937,000 7.15%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$126.11 - $135.06 $76,044 - $81,441	-603 Reduced 8.2%	6,747 $870,000
Q4 2024 Feb 10, 2025	BUY	$126.68 - $134.74 $649,615 - $690,946	5,128 Added 230.78%	7,350 $937,000
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

1,999

Shares Held

186M

Call Options Held

2.03M

Put Options Held

311K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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