Essex Private Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Essex Private Wealth Management, LLC

  • $34.8 Million
  • Q2 2024

A detailed history of Essex Private Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 1,770 shares of VYM stock, worth $222,966. This represents 0.6% of its overall portfolio holdings.

Number of Shares
1,770
Previous 1,657 6.82%
Holding current value
$222,966
Previous $200,000 4.5%
% of portfolio
0.6%
Previous 0.64%

Shares

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

Jul 19, 2024
BUY
$114.71 - $121.51 $12,962 - $13,730
113 Added 6.82%
1,770 $209,000
Q1 2024

Apr 22, 2024
BUY
$109.98 - $120.99 $182,236 - $200,480
1,657 New
1,657 $200,000
Q1 2022

May 16, 2022
SELL
$107.24 - $115.01 $33,458 - $35,883
-312 Reduced 11.5%
2,400 $269,000
Q4 2021

Feb 09, 2022
BUY
$104.33 - $112.16 $38,810 - $41,723
372 Added 15.9%
2,712 $304,000
Q3 2021

Nov 15, 2021
BUY
$102.3 - $108.36 $239,382 - $253,562
2,340 New
2,340 $242,000
Q1 2021

May 17, 2021
SELL
$90.4 - $101.83 $1.94 Million - $2.18 Million
-21,450 Closed
0 $0
Q4 2020

Feb 12, 2021
SELL
$78.88 - $92.1 $2.62 Million - $3.06 Million
-33,174 Reduced 60.73%
21,450 $1.96 Million
Q3 2020

Nov 10, 2020
SELL
$77.57 - $85.18 $406,078 - $445,917
-5,235 Reduced 8.75%
54,624 $4.42 Million
Q2 2020

Aug 11, 2020
SELL
$67.79 - $86.78 $125,411 - $160,543
-1,850 Reduced 3.0%
59,859 $4.72 Million
Q1 2020

May 13, 2020
BUY
$60.97 - $94.78 $111,575 - $173,447
1,830 Added 3.06%
61,709 $4.37 Million
Q4 2019

Feb 13, 2020
BUY
$85.84 - $94.47 $5.14 Million - $5.66 Million
59,879 New
59,879 $5.61 Million

Others Institutions Holding VYM

# of Institutions
1,720
Shares Held
173M
Call Options Held
1.59M
Put Options Held
147K
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 Essex Private Wealth Management, LLC Portfolio

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

News

Stay updated on Essex Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email