Beta Wealth Group, Inc. Vanguard Whitehall Fds Intl Di Transaction History

Beta Wealth Group, Inc.

$206 Million
Q4 2024

A detailed history of Beta Wealth Group, Inc. transactions in Vanguard Whitehall Fds Intl Di stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 2,948 shares of VIGI stock, worth $246,718. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,948

Previous 2,978 1.01%

Holding current value

$246,718

Previous $262,000 10.31%

% of portfolio

0.11%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$79.93 - $88.06 $2,397 - $2,641	-30 Reduced 1.01%	2,948 $235,000
Q2 2024 Aug 12, 2024	SELL	$77.44 - $82.55 $3,562 - $3,797	-46 Reduced 1.52%	2,978 $242,000
Q1 2024 May 14, 2024	SELL	$77.9 - $82.79 $125,730 - $133,623	-1,614 Reduced 34.8%	3,024 $246,000
Q4 2023 Feb 09, 2024	SELL	$68.61 - $79.34 $12,281 - $14,201	-179 Reduced 3.72%	4,638 $367,000
Q2 2023 Aug 11, 2023	SELL	$73.48 - $76.54 $25,571 - $26,635	-348 Reduced 6.74%	4,817 $361,000
Q1 2023 May 09, 2023	SELL	$69.47 - $74.56 $29,872 - $32,060	-430 Reduced 7.69%	5,165 $380,000
Q4 2022 Feb 10, 2023	BUY	$61.48 - $72.37 $343,980 - $404,910	5,595 New	5,595 $389,000

Others Institutions Holding VIGI

# of Institutions

514

Shares Held

47.3M

Call Options Held

Put Options Held

400

View Full List

About VANGUARD WHITEHALL FDS INTL DI

Ticker VIGI
Sector ETFs
Industry ETFs

More about VIGI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.

Account

Beta Wealth Group, Inc. Vanguard Whitehall Fds Intl Di Transaction History