Forza Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Forza Wealth Management, LLC

$244 Billion
Q2 2025

A detailed history of Forza Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Forza Wealth Management, LLC holds 29,671 shares of VYM stock, worth $4.02 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares

29,671

Previous 23,298 27.35%

Holding current value

$4.02 Million

Previous $3 Billion 31.65%

% of portfolio

1.62%

Previous 1.35%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$114.78 - $133.31 $731,492 - $849,584	6,373 Added 27.35%	29,671 $3.96 Billion
Q1 2025 Apr 30, 2025	SELL	$126.11 - $135.06 $33,797 - $36,196	-268 Reduced 1.14%	23,298 $3 Billion
Q4 2024 Jan 13, 2025	SELL	$126.68 - $134.74 $9,120 - $9,701	-72 Reduced 0.3%	23,566 $3.01 Billion
Q3 2024 Oct 28, 2024	BUY	$117.9 - $128.2 $35,487 - $38,588	301 Added 1.29%	23,638 $3.03 Billion
Q2 2024 Jul 17, 2024	SELL	$114.71 - $121.51 $121,936 - $129,165	-1,063 Reduced 4.36%	23,337 $2.77 Billion
Q1 2024 Apr 22, 2024	SELL	$109.98 - $120.99 $107,780 - $118,570	-980 Reduced 3.86%	24,400 $2.95 Billion
Q4 2023 Jan 24, 2024	BUY	$98.71 - $111.84 $359,304 - $407,097	3,640 Added 16.74%	25,380 $2.83 Billion
Q2 2023 Jul 25, 2023	SELL	$101.36 - $107.68 $121,632 - $129,216	-1,200 Reduced 5.23%	21,740 $2.31 Billion
Q1 2023 May 03, 2023	BUY	$100.82 - $111.44 $806 - $891	8 Added 0.03%	22,940 $2.42 Billion
Q4 2022 Feb 06, 2023	BUY	$96.14 - $113.15 $2.2 Million - $2.59 Million	22,932 New	22,932 $2.48 Billion

Others Institutions Holding VYM

# of Institutions

2,012

Shares Held

189M

Call Options Held

2.03M

Put Options Held

311K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Forza Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History