Insight Wealth Strategies, LLC Vanguard Whitehall Fds (Vangua Transaction History

Insight Wealth Strategies, LLC

  • $740 Million
  • Q2 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 89,936 shares of VYM stock, worth $12.7 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
89,936
Previous 91,139 1.32%
Holding current value
$12.7 Million
Previous $11.6 Million 3.14%
% of portfolio
1.62%
Previous 1.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
SELL
$114.78 - $133.31 $138,080 - $160,371
-1,203 Reduced 1.32%
89,936 $12 Million
Q1 2025

Apr 03, 2025
SELL
$126.11 - $135.06 $677,715 - $725,812
-5,374 Reduced 5.57%
91,139 $11.6 Million
Q4 2024

Jan 06, 2025
BUY
$126.68 - $134.74 $289,337 - $307,746
2,284 Added 2.42%
96,513 $12.3 Million
Q3 2024

Oct 07, 2024
BUY
$117.9 - $128.2 $11.1 Million - $12.1 Million
94,229 New
94,229 $12.1 Million

Others Institutions Holding VYM

# of Institutions
2,029
Shares Held
195M
Call Options Held
2.08M
Put Options Held
216K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Insight Wealth Strategies, LLC Portfolio

Follow Insight Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email