Balboa Wealth Partners Vanguard Whitehall Fds (Vangua Transaction History

Balboa Wealth Partners

  • $422 Million
  • Q4 2024

A detailed history of Balboa Wealth Partners transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Balboa Wealth Partners holds 4,918 shares of VYM stock, worth $657,880. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,918
Previous 4,958 0.81%
Holding current value
$657,880
Previous $635,000 1.26%
% of portfolio
0.15%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$126.68 - $134.74 $5,067 - $5,389
-40 Reduced 0.81%
4,918 $627,000
Q3 2024

Nov 06, 2024
BUY
$117.9 - $128.2 $52,937 - $57,561
449 Added 9.96%
4,958 $635,000
Q2 2024

Aug 13, 2024
SELL
$114.71 - $121.51 $81,214 - $86,029
-708 Reduced 13.57%
4,509 $534,000
Q1 2024

May 13, 2024
SELL
$109.98 - $120.99 $178,497 - $196,366
-1,623 Reduced 23.73%
5,217 $631,000
Q4 2023

Feb 09, 2024
SELL
$98.71 - $111.84 $37,411 - $42,387
-379 Reduced 5.25%
6,840 $763,000
Q3 2023

Oct 23, 2023
BUY
$103.32 - $110.34 $14,051 - $15,006
136 Added 1.92%
7,219 $745,000
Q2 2023

Aug 08, 2023
SELL
$101.36 - $107.68 $43,483 - $46,194
-429 Reduced 5.71%
7,083 $751,000
Q1 2023

May 11, 2023
SELL
$100.82 - $111.44 $421,830 - $466,264
-4,184 Reduced 35.77%
7,512 $792,000
Q4 2022

Feb 14, 2023
SELL
$96.14 - $113.15 $72,585 - $85,428
-755 Reduced 6.06%
11,696 $1.27 Million
Q3 2022

Jan 04, 2023
BUY
$94.88 - $110.28 $1.18 Million - $1.37 Million
12,451 New
12,451 $1.18 Million

Others Institutions Holding VYM

# of Institutions
1,922
Shares Held
194M
Call Options Held
843K
Put Options Held
340K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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