A detailed history of Balanced Wealth Group LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Balanced Wealth Group LLC holds 4,007 shares of VYM stock, worth $475,109. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,007
Previous 4,446 9.87%
Holding current value
$475,109
Previous $496 Million 3.54%
% of portfolio
0.21%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$109.98 - $120.99 $48,281 - $53,114
-439 Reduced 9.87%
4,007 $479 Million
Q4 2023

Feb 06, 2024

BUY
$98.71 - $111.84 $438,864 - $497,240
4,446 New
4,446 $496 Million

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


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