Iron Horse Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Iron Horse Wealth Management, LLC

$232 Million
Q1 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 227,354 shares of VYM stock, worth $27 Million. This represents 11.85% of its overall portfolio holdings.

Number of Shares

227,354

Previous 220,871 2.94%

Holding current value

$27 Million

Previous $24.7 Million 11.57%

% of portfolio

11.85%

Previous 10.82%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$109.98 - $120.99 $713,000 - $784,378	6,483 Added 2.94%	227,354 $27.5 Million
Q4 2023 Jan 22, 2024	BUY	$98.71 - $111.84 $852,163 - $965,514	8,633 Added 4.07%	220,871 $24.7 Million
Q3 2023 Oct 18, 2023	BUY	$103.32 - $110.34 $914,381 - $976,509	8,850 Added 4.35%	212,238 $21.9 Million
Q2 2023 Aug 01, 2023	BUY	$101.36 - $107.68 $446,288 - $474,115	4,403 Added 2.21%	203,388 $21.6 Million
Q1 2023 May 01, 2023	BUY	$100.82 - $111.44 $519,727 - $574,473	5,155 Added 2.66%	198,985 $21 Million

Q4 2022 Jan 19, 2023	BUY	$106.0 - $113.15 $12.3 Million - $13.2 Million	116,479 Added 150.58%	193,830 $21 Million
Q3 2022 Oct 12, 2022	SELL	N/A	-129,009 Reduced 62.52%	77,351 $7.34 Million
Q2 2022 Aug 04, 2022	BUY	N/A	16,733 Added 8.82%	206,360 $21 Million
Q1 2022 Apr 11, 2022	BUY	N/A	13,929 Added 7.93%	189,627 $21.3 Million
Q4 2021 Jan 19, 2022	BUY	N/A	27,484 Added 18.54%	175,698 $19.7 Million
Q3 2021 Oct 06, 2021	BUY	N/A	11,467 Added 8.39%	148,214 $15.3 Million
Q2 2021 Jul 23, 2021	SELL	N/A	-6,465 Reduced 4.51%	136,747 $14.3 Million
Q1 2021 Apr 13, 2021	BUY	N/A	5,321 Added 3.86%	143,212 $14.5 Million
Q4 2020 Jan 14, 2021	BUY	N/A	137,891 New	137,891 $12.6 Million

Others Institutions Holding VYM

# of Institutions

1,704

Shares Held

174M

Call Options Held

1.76M

Put Options Held

464K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Iron Horse Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History