Bordeaux Wealth Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History

Bordeaux Wealth Advisors LLC

$538 Million
Q1 2025

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 97,571 shares of VYM stock, worth $12 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares

97,571

Previous 103,578 5.8%

Holding current value

$12 Million

Previous $13.2 Million 4.79%

% of portfolio

2.34%

Previous 2.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$126.11 - $135.06 $757,542 - $811,305	-6,007 Reduced 5.8%	97,571 $12.6 Million
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

1,982

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

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Bordeaux Wealth Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History