Baltimore Washington Financial Advisors, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Baltimore Washington Financial Advisors, Inc.

  • $1.8 Billion
  • Q1 2025

A detailed history of Baltimore Washington Financial Advisors, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Baltimore Washington Financial Advisors, Inc. holds 329,589 shares of VYM stock, worth $45 Million. This represents 2.36% of its overall portfolio holdings.

Number of Shares
329,589
Previous 321,897 2.39%
Holding current value
$45 Million
Previous $41.1 Million 3.49%
% of portfolio
2.36%
Previous 2.22%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$126.11 - $135.06 $970,038 - $1.04 Million
7,692 Added 2.39%
329,589 $42.5 Million
Q4 2024

Jan 24, 2025
BUY
$126.68 - $134.74 $2.51 Million - $2.66 Million
19,778 Added 6.55%
321,897 $41.1 Million
Q3 2024

Nov 12, 2024
BUY
$117.9 - $128.2 $1.59 Million - $1.73 Million
13,476 Added 4.67%
302,119 $38.7 Million
Q2 2024

Jul 30, 2024
BUY
$114.71 - $121.51 $2.38 Million - $2.52 Million
20,750 Added 7.75%
288,643 $34.2 Million
Q1 2024

May 08, 2024
BUY
$109.98 - $120.99 $2.95 Million - $3.25 Million
26,835 Added 11.13%
267,893 $32.4 Million
Q4 2023

Feb 12, 2024
BUY
$98.71 - $111.84 $1.92 Million - $2.18 Million
19,454 Added 8.78%
241,058 $26.9 Million
Q3 2023

Nov 08, 2023
BUY
$103.32 - $110.34 $797,423 - $851,604
7,718 Added 3.61%
221,604 $22.9 Million
Q2 2023

Aug 09, 2023
BUY
$101.36 - $107.68 $920,348 - $977,734
9,080 Added 4.43%
213,886 $22.7 Million
Q1 2023

May 10, 2023
BUY
$100.82 - $111.44 $1.02 Million - $1.13 Million
10,159 Added 5.22%
204,806 $21.6 Million
Q4 2022

Feb 09, 2023
SELL
$96.14 - $113.15 $12.1 Million - $14.2 Million
-125,485 Reduced 39.2%
194,647 $21.1 Million
Q3 2022

Oct 31, 2022
BUY
$94.88 - $110.28 $16.5 Million - $19.2 Million
173,894 Added 118.91%
320,132 $32.7 Million
Q2 2022

Aug 05, 2022
BUY
$99.2 - $114.57 $6.84 Million - $7.9 Million
68,970 Added 89.26%
146,238 $14.9 Million
Q1 2022

May 13, 2022
SELL
$107.24 - $115.01 $1.98 Million - $2.12 Million
-18,419 Reduced 19.25%
77,268 $8.19 Million
Q4 2021

Apr 08, 2022
BUY
$104.33 - $112.16 $9.89 Million - $10.6 Million
94,809 Added 10798.29%
95,687 $10.7 Million
Q4 2021

Feb 14, 2022
SELL
$104.33 - $112.16 $9.44 Million - $10.2 Million
-90,500 Reduced 99.04%
878 $10.7 Million
Q3 2021

Oct 20, 2021
BUY
$102.3 - $108.36 $746,994 - $791,244
7,302 Added 8.68%
91,378 $9.44 Million
Q2 2021

Aug 12, 2021
BUY
$101.6 - $107.95 $668,934 - $710,742
6,584 Added 8.5%
84,076 $8.81 Million
Q1 2021

May 06, 2021
BUY
$90.4 - $101.83 $736,940 - $830,118
8,152 Added 11.76%
77,492 $7.83 Million
Q4 2020

Feb 01, 2021
BUY
$78.88 - $92.1 $796,530 - $930,025
10,098 Added 17.05%
69,340 $6.35 Million
Q3 2020

Nov 03, 2020
BUY
$77.57 - $85.18 $797,342 - $875,565
10,279 Added 20.99%
59,242 $4.79 Million
Q2 2020

Aug 10, 2020
BUY
$67.79 - $86.78 $183,371 - $234,739
2,705 Added 5.85%
48,963 $3.86 Million
Q1 2020

Apr 28, 2020
BUY
$60.97 - $94.78 $98,039 - $152,406
1,608 Added 3.6%
46,258 $3.27 Million
Q4 2019

Feb 04, 2020
BUY
$85.84 - $94.47 $130,133 - $143,216
1,516 Added 3.51%
44,650 $4.18 Million
Q3 2019

Oct 16, 2019
BUY
$88.2 - $89.75 $117,747 - $119,816
1,335 Added 3.19%
43,134 $3.83 Million
Q2 2019

Jul 25, 2019
BUY
N/A
1,724 Added 4.3%
41,799 $3.65 Million
Q1 2019

Apr 18, 2019
BUY
N/A
1,405 Added 3.63%
40,075 $3.43 Million
Q4 2018

Jan 29, 2019
BUY
N/A
1,708 Added 4.62%
38,670 $3.02 Million
Q3 2018

Nov 01, 2018
SELL
N/A
-16 Reduced 0.04%
36,962 $3.22 Million
Q2 2018

Jul 30, 2018
BUY
N/A
2,256 Added 6.5%
36,978 $3.07 Million
Q1 2018

Apr 16, 2018
BUY
N/A
5,062 Added 17.07%
34,722 $2.86 Million
Q4 2017

Jan 16, 2018
BUY
N/A
2,586 Added 9.55%
29,660 $2.54 Million
Q3 2017

Oct 18, 2017
BUY
N/A
27,074
27,074 $2.2 Million

Others Institutions Holding VYM

# of Institutions
2,015
Shares Held
189M
Call Options Held
2.03M
Put Options Held
311K
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 Baltimore Washington Financial Advisors, Inc. Portfolio

Follow Baltimore Washington Financial Advisors, Inc. 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 Baltimore Washington Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Baltimore Washington Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email