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

Forza Wealth Management, LLC

$194 Billion
Q2 2024

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 23,337 shares of VYM stock, worth $2.99 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

23,337

Previous 24,400 4.36%

Holding current value

$2.99 Million

Previous $2.95 Billion 6.25%

% of portfolio

1.43%

Previous 1.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,720

Shares Held

173M

Call Options Held

1.59M

Put Options Held

147K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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