Heritage Wealth Advisors Vanguard Whitehall Fds (Vangua Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Heritage Wealth Advisors holds 3,687 shares of VYM stock, worth $493,209. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,687
Previous 3,687 -0.0%
Holding current value
$493,209
Previous $472,000 0.42%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$114.71 - $121.51 $410,547 - $434,884
3,579 Added 3313.89%
3,687 $437,000
Q1 2024

May 08, 2024
SELL
$109.98 - $120.99 $393,618 - $433,023
-3,579 Reduced 97.07%
108 $13,000
Q4 2023

Dec 12, 2024
SELL
$98.71 - $111.84 $425,242 - $481,806
-4,308 Reduced 53.88%
3,687 $411,000
Q4 2023

Feb 09, 2024
SELL
$98.71 - $111.84 $425,242 - $481,806
-4,308 Reduced 53.88%
3,687 $411,000
Q2 2023

Dec 12, 2024
BUY
$101.36 - $107.68 $436,658 - $463,885
4,308 Added 116.84%
7,995 $848,000
Q3 2022

Dec 12, 2024
BUY
$94.88 - $110.28 $408,743 - $475,086
4,308 Added 116.84%
7,995 $758,000
Q4 2020

Feb 01, 2021
BUY
$78.88 - $92.1 $290,830 - $339,572
3,687 Added 85.58%
7,995 $732,000
Q2 2020

Jul 17, 2020
BUY
$67.79 - $86.78 $246,755 - $315,879
3,640 Added 544.91%
4,308 $0
Q2 2020

Jul 17, 2020
SELL
$67.79 - $86.78 $246,755 - $315,879
-3,640 Reduced 84.49%
668 $339,000
Q3 2019

Oct 30, 2019
SELL
$88.2 - $89.75 $161,406 - $164,242
-1,830 Reduced 29.81%
4,308 $382,000
Q2 2019

Aug 05, 2019
BUY
N/A
6,138 New
6,138 $0

Others Institutions Holding VYM

# of Institutions
1,914
Shares Held
195M
Call Options Held
1.72M
Put Options Held
312K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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