Connecticut Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Connecticut Wealth Management, LLC

  • $1.88 Billion
  • Q1 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 24,861 shares of VYM stock, worth $2.96 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
24,861
Previous 24,822 0.16%
Holding current value
$2.96 Million
Previous $2.77 Million 8.56%
% of portfolio
0.16%
Previous 0.16%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$109.98 - $120.99 $4,289 - $4,718
39 Added 0.16%
24,861 $3.01 Million
Q4 2023

Feb 06, 2024
BUY
$98.71 - $111.84 $314,292 - $356,098
3,184 Added 14.71%
24,822 $2.77 Million
Q3 2023

Oct 19, 2023
SELL
$103.32 - $110.34 $36,162 - $38,619
-350 Reduced 1.59%
21,638 $2.24 Million
Q2 2023

Jul 25, 2023
BUY
$101.36 - $107.68 $709 - $753
7 Added 0.03%
21,988 $2.33 Million
Q1 2023

Apr 18, 2023
BUY
$100.82 - $111.44 $919,881 - $1.02 Million
9,124 Added 70.97%
21,981 $2.32 Million
Q4 2022

Jan 17, 2023
SELL
$106.0 - $113.15 $424 - $452
-4 Reduced 0.03%
12,857 $0
Q3 2022

Nov 02, 2022
SELL
N/A
-231 Reduced 1.76%
12,861 $1.22 Million
Q2 2022

Jul 12, 2022
SELL
N/A
-1,001 Reduced 7.1%
13,092 $1.33 Million
Q1 2022

Apr 18, 2022
SELL
N/A
-616 Reduced 4.19%
14,093 $1.58 Million
Q4 2021

Jan 24, 2022
SELL
N/A
-2,592 Reduced 14.98%
14,709 $1.65 Million
Q3 2021

Nov 02, 2021
BUY
N/A
148 Added 0.86%
17,301 $1.79 Million
Q2 2021

Jul 29, 2021
SELL
N/A
-1,500 Reduced 8.04%
17,153 $1.8 Million
Q1 2021

May 12, 2021
BUY
N/A
18,653 New
18,653 $1.89 Million
Q1 2021

Apr 29, 2021
SELL
N/A
-18,653 Closed
0 $0
Q4 2020

Jan 29, 2021
SELL
N/A
-460 Reduced 2.41%
18,653 $1.71 Million
Q3 2020

Oct 13, 2020
SELL
N/A
-2,935 Reduced 13.31%
19,113 $1.55 Million
Q2 2020

Jul 14, 2020
SELL
N/A
-15,687 Reduced 41.57%
22,048 $1.74 Million
Q1 2020

Apr 20, 2020
SELL
N/A
-2,005 Reduced 5.05%
37,735 $2.67 Million
Q4 2019

Jan 29, 2020
SELL
N/A
-2,708 Reduced 6.38%
39,740 $3.72 Million
Q3 2019

Oct 24, 2019
SELL
N/A
-955 Reduced 2.2%
42,448 $3.77 Million
Q2 2019

Jul 29, 2019
BUY
N/A
43,403 New
43,403 $3.79 Million

Others Institutions Holding VYM

# of Institutions
1,704
Shares Held
174M
Call Options Held
1.76M
Put Options Held
464K
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 Connecticut Wealth Management, LLC Portfolio

Follow Connecticut Wealth Management, 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 Connecticut Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Connecticut Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email