Evermay Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Evermay Wealth Management LLC holds 90,959 shares of VYM stock, worth $11.6 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
90,959
Previous 93,406 2.62%
Holding current value
$11.6 Million
Previous $11.1 Million 5.26%
% of portfolio
1.89%
Previous 1.79%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$117.9 - $128.2 $288,501 - $313,705
-2,447 Reduced 2.62%
90,959 $11.7 Million
Q2 2024

Aug 01, 2024
SELL
$114.71 - $121.51 $48,063 - $50,912
-419 Reduced 0.45%
93,406 $11.1 Million
Q1 2024

May 13, 2024
BUY
$109.98 - $120.99 $9.7 Million - $10.7 Million
88,169 Added 1558.86%
93,825 $11.4 Million
Q4 2023

Feb 09, 2024
SELL
$98.71 - $111.84 $15,596 - $17,670
-158 Reduced 2.72%
5,656 $631,000
Q3 2023

Nov 13, 2023
BUY
$103.32 - $110.34 $11,158 - $11,916
108 Added 1.89%
5,814 $600,000
Q1 2023

May 15, 2023
SELL
$100.82 - $111.44 $56,761 - $62,740
-563 Reduced 8.98%
5,706 $601,000
Q3 2022

Nov 14, 2022
BUY
$94.88 - $110.28 $408,837 - $475,196
4,309 Added 219.85%
6,269 $595,000
Q2 2022

Aug 15, 2022
SELL
$99.2 - $114.57 $104,358 - $120,527
-1,052 Reduced 34.93%
1,960 $199,000
Q1 2022

May 16, 2022
BUY
$107.24 - $115.01 $536 - $575
5 Added 0.17%
3,012 $338,000
Q4 2021

Feb 14, 2022
SELL
$104.33 - $112.16 $4,590 - $4,935
-44 Reduced 1.44%
3,007 $337,000
Q3 2021

Nov 12, 2021
BUY
$102.3 - $108.36 $511 - $541
5 Added 0.16%
3,051 $315,000
Q2 2021

Aug 13, 2021
BUY
$101.6 - $107.95 $1,117 - $1,187
11 Added 0.36%
3,046 $319,000
Q1 2021

May 10, 2021
SELL
$90.4 - $101.83 $8,497 - $9,572
-94 Reduced 3.0%
3,035 $307,000
Q4 2020

Feb 16, 2021
BUY
$78.88 - $92.1 $24,058 - $28,090
305 Added 10.8%
3,129 $286,000
Q3 2020

Nov 05, 2020
BUY
$77.57 - $85.18 $219,057 - $240,548
2,824 New
2,824 $229,000
Q4 2018

Jan 24, 2019
SELL
N/A
-3,060 Closed
0 $0
Q3 2018

Oct 29, 2018
SELL
N/A
-45 Reduced 1.45%
3,060 $266,000
Q2 2018

Aug 06, 2018
SELL
N/A
-380 Reduced 10.9%
3,105 $258,000
Q1 2018

May 04, 2018
SELL
N/A
-12,541 Reduced 78.25%
3,485 $287,000
Q4 2017

Feb 07, 2018
SELL
N/A
-5,033 Reduced 23.9%
16,026 $1.37 Million
Q3 2017

Oct 23, 2017
BUY
N/A
21,059
21,059 $1.71 Million

Others Institutions Holding VYM

# of Institutions
1,799
Shares Held
179M
Call Options Held
1.89M
Put Options Held
525K
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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