Bordeaux Wealth Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History

Bordeaux Wealth Advisors LLC

  • $619 Million
  • Q4 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 103,578 shares of VYM stock, worth $13.9 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares
103,578
Previous 98,614 5.03%
Holding current value
$13.9 Million
Previous $12.6 Million 5.03%
% of portfolio
2.13%
Previous 2.18%

Shares

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

Jan 30, 2025
BUY
$126.68 - $134.74 $628,839 - $668,849
4,964 Added 5.03%
103,578 $13.2 Million
Q3 2024

Nov 04, 2024
BUY
$117.9 - $128.2 $25,348 - $27,562
215 Added 0.22%
98,614 $12.6 Million
Q2 2024

Aug 02, 2024
BUY
$114.71 - $121.51 $11.3 Million - $12 Million
98,399 New
98,399 $11.7 Million
Q1 2023

May 04, 2023
BUY
$100.82 - $111.44 $193,977 - $214,410
1,924 New
1,924 $202,000
Q1 2022

May 03, 2022
SELL
$107.24 - $115.01 $1.68 Million - $1.81 Million
-15,703 Closed
0 $0
Q4 2021

Jan 27, 2022
BUY
$104.33 - $112.16 $1.64 Million - $1.76 Million
15,703 New
15,703 $1.76 Million

Others Institutions Holding VYM

# of Institutions
1,947
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
Track This Portfolio

Track Bordeaux Wealth Advisors LLC Portfolio

Follow Bordeaux Wealth Advisors 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 Bordeaux Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email