Heritage Wealth Advisors Vanguard Whitehall Fds (Vangua Transaction History

Heritage Wealth Advisors

  • $2.72 Billion
  • Q1 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 108 shares of VYM stock, worth $12,805. This represents 0.0% of its overall portfolio holdings.

Number of Shares
108
Previous 3,687 97.07%
Holding current value
$12,805
Previous $411,000 96.84%
% of portfolio
0.0%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

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

Feb 09, 2024
SELL
$98.71 - $111.84 $425,242 - $481,806
-4,308 Reduced 53.88%
3,687 $411,000
Q4 2020

Feb 01, 2021
BUY
N/A
3,687 Added 85.58%
7,995 $732,000
Q2 2020

Jul 17, 2020
BUY
N/A
3,640 Added 544.91%
4,308 $0
Q2 2020

Jul 17, 2020
SELL
N/A
-3,640 Reduced 84.49%
668 $339,000
Q3 2019

Oct 30, 2019
SELL
N/A
-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
1,705
Shares Held
174M
Call Options Held
1.76M
Put Options Held
464K
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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