Gradient Investments LLC Vanguard Whitehall Fds (Vangua Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$114.71 - $121.51 $19,385 - $20,535	169 Added 19.16%	1,051 $124,000
Q1 2024 Apr 23, 2024	SELL	$109.98 - $120.99 $84,134 - $92,557	-765 Reduced 46.45%	882 $106,000
Q4 2023 Jan 18, 2024	SELL	$98.71 - $111.84 $7,896 - $8,947	-80 Reduced 4.63%	1,647 $183,000
Q3 2023 Oct 27, 2023	SELL	$103.32 - $110.34 $33,992 - $36,301	-329 Reduced 16.0%	1,727 $178,000
Q2 2023 Jul 11, 2023	SELL	$101.36 - $107.68 $20,373 - $21,643	-201 Reduced 8.91%	2,056 $218,000
Q1 2023 Apr 17, 2023	BUY	$100.82 - $111.44 $48,393 - $53,491	480 Added 27.01%	2,257 $238,000
Q4 2022 Jan 10, 2023	SELL	$96.14 - $113.15 $28,072 - $33,039	-292 Reduced 14.11%	1,777 $0
Q3 2022 Oct 14, 2022	BUY	$94.88 - $110.28 $103,798 - $120,646	1,094 Added 112.21%	2,069 $196,000
Q2 2022 Jul 11, 2022	BUY	$99.2 - $114.57 $47,120 - $54,420	475 Added 95.0%	975 $99,000
Q1 2022 May 26, 2022	SELL	$107.24 - $115.01 $8,257 - $8,855	-77 Reduced 13.34%	500 $56,000
Q4 2021 Jan 12, 2022	BUY	$104.33 - $112.16 $8,033 - $8,636	77 Added 15.4%	577 $65,000
Q2 2021 Jul 12, 2021	SELL	$101.6 - $107.95 $4,064 - $4,318	-40 Reduced 7.41%	500 $52,000
Q2 2020 Jul 10, 2020	BUY	$67.79 - $86.78 $33,827 - $43,303	499 Added 1217.07%	540 $43,000
Q1 2020 Apr 07, 2020	SELL	$60.97 - $94.78 $33,472 - $52,034	-549 Reduced 93.05%	41 $3,000
Q4 2019 Jan 15, 2020	BUY	$85.84 - $94.47 $45,666 - $50,258	532 Added 917.24%	590 $55,000
Q3 2019 Oct 10, 2019	BUY	$88.2 - $89.75 $1,499 - $1,525	17 Added 41.46%	58 $5,000
Q1 2019 Apr 11, 2019	SELL	N/A	-193 Reduced 82.48%	41 $4,000
Q4 2018 Jan 18, 2019	BUY	N/A	193 Added 470.73%	234 $18,000
Q3 2018 Oct 11, 2018	SELL	N/A	-22 Reduced 34.92%	41 $4,000
Q2 2018 Aug 09, 2018	BUY	N/A	22 Added 53.66%	63 $5,000
Q4 2017 Feb 07, 2018	BUY	N/A	41	41 $4,000

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

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.

Account