Concord Wealth Partners Vanguard Whitehall Fds (Vangua Transaction History

Concord Wealth Partners

  • $599 Million
  • Q1 2025

A detailed history of Concord Wealth Partners transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Concord Wealth Partners holds 5,476 shares of VYM stock, worth $706,513. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,476
Previous 4,302 27.29%
Holding current value
$706,513
Previous $548,000 28.83%
% of portfolio
0.12%
Previous 0.09%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$126.11 - $135.06 $148,053 - $158,560
1,174 Added 27.29%
5,476 $706,000
Q4 2024

Jan 23, 2025
BUY
$126.68 - $134.74 $45,224 - $48,102
357 Added 9.05%
4,302 $548,000
Q3 2024

Oct 24, 2024
SELL
$117.9 - $128.2 $22,754 - $24,742
-193 Reduced 4.66%
3,945 $505,000
Q2 2024

Jul 31, 2024
BUY
$114.71 - $121.51 $63,549 - $67,316
554 Added 15.46%
4,138 $490,000
Q1 2024

Apr 30, 2024
BUY
$109.98 - $120.99 $275,609 - $303,200
2,506 Added 232.47%
3,584 $433,000
Q4 2023

Apr 30, 2024
BUY
$98.71 - $111.84 $987 - $1,118
10 Added 0.94%
1,078 $120,000
Q4 2023

Feb 05, 2024
BUY
$98.71 - $111.84 $987 - $1,118
10 Added 0.94%
1,078 $120,000
Q3 2023

Apr 30, 2024
SELL
$103.32 - $110.34 $1,033 - $1,103
-10 Reduced 0.93%
1,068 $110,000
Q3 2023

Oct 25, 2023
BUY
$103.32 - $110.34 $826 - $882
8 Added 0.75%
1,068 $110,000
Q2 2023

Aug 07, 2023
BUY
$101.36 - $107.68 $912 - $969
9 Added 0.86%
1,060 $112,000
Q1 2023

Apr 26, 2023
BUY
$100.82 - $111.44 $5,746 - $6,352
57 Added 5.73%
1,051 $110,000
Q4 2022

Jan 27, 2023
BUY
$96.14 - $113.15 $95,563 - $112,471
994 New
994 $107,000
Q2 2022

Aug 04, 2022
BUY
$99.2 - $114.57 $595 - $687
6 Added 0.87%
695 $71,000
Q1 2022

Apr 20, 2022
SELL
$107.24 - $115.01 $2,788 - $2,990
-26 Reduced 3.64%
689 $77,000
Q4 2021

Jan 21, 2022
BUY
$104.33 - $112.16 $74,595 - $80,194
715 New
715 $80,000

Others Institutions Holding VYM

# of Institutions
1,999
Shares Held
186M
Call Options Held
2.03M
Put Options Held
311K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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