Family Wealth Group, LLC Vanguard Whitehall Fds (Vangua Transaction History

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Family Wealth Group, LLC holds 4,502 shares of VYM stock, worth $601,557. This represents 0.62% of its overall portfolio holdings.

Number of Shares
4,502
Previous 4,460 0.94%
Holding current value
$601,557
Previous $528,000 9.28%
% of portfolio
0.62%
Previous 0.57%

Shares

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

Nov 14, 2024
BUY
$117.9 - $128.2 $4,951 - $5,384
42 Added 0.94%
4,502 $577,000
Q2 2024

Aug 14, 2024
BUY
$114.71 - $121.51 $53,454 - $56,623
466 Added 11.67%
4,460 $528,000
Q1 2024

Aug 14, 2024
SELL
$109.98 - $120.99 $33,103 - $36,417
-301 Reduced 7.01%
3,994 $483,000
Q4 2023

Feb 14, 2024
BUY
$98.71 - $111.84 $423,959 - $480,352
4,295 New
4,295 $479,000

Others Institutions Holding VYM

# of Institutions
1,797
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
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, 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 Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email