A detailed history of Bay Harbor Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Bay Harbor Wealth Management, LLC holds 546 shares of VYM stock, worth $69,407. This represents 0.02% of its overall portfolio holdings.

Number of Shares
546
Previous 546 -0.0%
Holding current value
$69,407
Previous $64,000 7.81%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 22, 2024

BUY
$109.98 - $120.99 $60,049 - $66,060
546 New
546 $66,000
Q2 2022

Aug 05, 2022

BUY
$99.2 - $114.57 $34,323 - $39,641
346 New
346 $35,000
Q1 2021

May 05, 2021

SELL
$90.4 - $101.83 $1,084 - $1,221
-12 Closed
0 $0
Q4 2020

Feb 09, 2021

BUY
$78.88 - $92.1 $946 - $1,105
12 New
12 $1,000
Q3 2019

Oct 15, 2019

SELL
$88.2 - $89.75 $0 - $0
0 Closed
0 $0
Q2 2019

Jul 18, 2019

SELL
N/A
-1,808 Closed
0 $0
Q1 2019

Apr 22, 2019

SELL
N/A
-141 Reduced 7.23%
1,808 $155,000
Q4 2018

Feb 14, 2019

BUY
N/A
1,949 New
1,949 $152,000

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Bay Harbor Wealth Management, LLC Portfolio

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

News

Stay updated on Bay Harbor Wealth Management, LLC with notifications on news.