A detailed history of Copia Wealth Management transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Copia Wealth Management holds 2,269 shares of VYM stock, worth $292,746. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,269
Previous 2,294 1.09%
Holding current value
$292,746
Previous $293 Million 0.03%
% of portfolio
0.27%
Previous 0.28%

Shares

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

Apr 17, 2025

SELL
$126.11 - $135.06 $3,152 - $3,376
-25 Reduced 1.09%
2,269 $293 Million
Q4 2024

Mar 06, 2025

BUY
$126.68 - $134.74 $290,603 - $309,093
2,294 New
2,294 $293 Million

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


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

Track Copia Wealth Management Portfolio

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

News

Stay updated on Copia Wealth Management with notifications on news.