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

Beta Wealth Group, Inc.

$199 Million
Q1 2025

A detailed history of Beta Wealth Group, Inc. transactions in Vanguard Whitehall Fds Intl Hi stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 49,910 shares of VYMI stock, worth $3.95 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

49,910

Previous 37,804 32.02%

Holding current value

$3.95 Million

Previous $2.57 Million 43.3%

% of portfolio

1.85%

Previous 1.25%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$67.08 - $76.14 $812,070 - $921,750	12,106 Added 32.02%	49,910 $3.68 Million
Q4 2024 Jan 31, 2025	BUY	$67.29 - $73.38 $21,869 - $23,848	325 Added 0.87%	37,804 $2.57 Million
Q3 2024 Nov 01, 2024	SELL	$66.31 - $74.08 $160,470 - $179,273	-2,420 Reduced 6.07%	37,479 $2.75 Million
Q2 2024 Aug 12, 2024	BUY	$66.16 - $71.7 $4,763 - $5,162	72 Added 0.18%	39,899 $2.73 Million
Q1 2024 May 14, 2024	SELL	$64.37 - $68.92 $153,458 - $164,305	-2,384 Reduced 5.65%	39,827 $2.74 Million
Q4 2023 Feb 09, 2024	SELL	$59.33 - $66.5 $774,315 - $867,891	-13,051 Reduced 23.62%	42,211 $2.81 Million
Q3 2023 Nov 13, 2023	SELL	$61.76 - $65.96 $36,438 - $38,916	-590 Reduced 1.06%	55,262 $3.42 Million
Q2 2023 Aug 11, 2023	SELL	$61.07 - $65.21 $365,320 - $390,086	-5,982 Reduced 9.67%	55,852 $3.53 Million
Q1 2023 May 09, 2023	BUY	$59.15 - $64.67 $79,911 - $87,369	1,351 Added 2.23%	61,834 $3.83 Million
Q4 2022 Feb 10, 2023	BUY	$52.01 - $61.21 $296,821 - $349,325	5,707 Added 10.42%	60,483 $3.6 Million
Q3 2022 Nov 01, 2022	BUY	$52.04 - $61.21 $2.85 Million - $3.35 Million	54,776 New	54,776 $2.85 Million
Q2 2022 Aug 05, 2022	SELL	$58.27 - $68.4 $384,873 - $451,782	-6,605 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$62.99 - $70.99 $416,048 - $468,888	6,605 New	6,605 $447,000
Q1 2021 May 11, 2021	SELL	$61.08 - $66.71 $7.65 Million - $8.36 Million	-125,280 Closed	0 $0
Q4 2020 Mar 18, 2021	BUY	$50.66 - $61.67 $6.35 Million - $7.73 Million	125,280 New	125,280 $7.62 Million

Others Institutions Holding VYMI

# of Institutions

624

Shares Held

55.2M

Call Options Held

2.6K

Put Options Held

189K

View Full List

About VANGUARD WHITEHALL FDS INTL HI

Ticker VYMI
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Beta Wealth Group, Inc. Vanguard Whitehall Fds Intl Hi Transaction History