A detailed history of Capital Investment Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 2,960 shares of VYM stock, worth $372,871. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,960
Previous 2,751 7.6%
Holding current value
$372,871
Previous $332,000 5.72%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$114.71 - $121.51 $23,974 - $25,395
209 Added 7.6%
2,960 $351,000
Q1 2024

Apr 15, 2024

SELL
$109.98 - $120.99 $108,770 - $119,659
-989 Reduced 26.44%
2,751 $332,000
Q4 2023

Jan 05, 2024

BUY
$98.71 - $111.84 $94,564 - $107,142
958 Added 34.44%
3,740 $417,000
Q3 2023

Oct 16, 2023

SELL
$103.32 - $110.34 $47,837 - $51,087
-463 Reduced 14.27%
2,782 $287,000
Q2 2023

Jul 11, 2023

SELL
$101.36 - $107.68 $506,698 - $538,292
-4,999 Reduced 60.64%
3,245 $344,000
Q1 2023

Apr 10, 2023

BUY
$100.82 - $111.44 $494,723 - $546,836
4,907 Added 147.05%
8,244 $869,000
Q4 2022

Jan 05, 2023

BUY
$96.14 - $113.15 $75,758 - $89,162
788 Added 30.91%
3,337 $361,000
Q3 2022

Oct 05, 2022

SELL
$94.88 - $110.28 $17,837 - $20,732
-188 Reduced 6.87%
2,549 $242,000
Q2 2022

Jul 06, 2022

BUY
$99.2 - $114.57 $28,371 - $32,767
286 Added 11.67%
2,737 $278,000
Q1 2022

Apr 13, 2022

BUY
$107.24 - $115.01 $57,373 - $61,530
535 Added 27.92%
2,451 $275,000
Q4 2021

Jan 10, 2022

BUY
$104.33 - $112.16 $199,896 - $214,898
1,916 New
1,916 $215,000
Q1 2019

Apr 11, 2019

SELL
N/A
-3,042 Closed
0 $0
Q4 2018

Jan 17, 2019

BUY
N/A
3,042 New
3,042 $237,000

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


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

Track Capital Investment Advisors, LLC Portfolio

Follow Capital Investment 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 Capital Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisors, LLC with notifications on news.