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

Family Wealth Group, LLC

  • $92.4 Million
  • Q2 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 4,460 shares of VYM stock, worth $590,950. This represents 0.57% of its overall portfolio holdings.

Number of Shares
4,460
Previous 3,994 11.67%
Holding current value
$590,950
Previous $483,000 9.32%
% of portfolio
0.57%
Previous 0.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,758
Shares Held
174M
Call Options Held
1.59M
Put Options Held
278K
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