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

Insight Wealth Strategies, LLC

  • $725 Million
  • Q1 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 91,139 shares of VYM stock, worth $11.3 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
91,139
Previous 96,513 5.57%
Holding current value
$11.3 Million
Previous $12.3 Million 5.6%
% of portfolio
1.6%
Previous 1.66%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,988
Shares Held
184M
Call Options Held
843K
Put Options Held
340K
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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