Madrona Financial Services, LLC Vanguard Whitehall Fds (Vangua Transaction History

Madrona Financial Services, LLC

  • $312 Million
  • Q2 2024

A detailed history of Madrona Financial Services, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Madrona Financial Services, LLC holds 3,703 shares of VYM stock, worth $450,358. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,703
Previous 3,119 18.72%
Holding current value
$450,358
Previous $377,000 16.45%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Jul 19, 2024
BUY
$114.71 - $121.51 $66,990 - $70,961
584 Added 18.72%
3,703 $439,000
Q1 2024

Apr 19, 2024
SELL
$109.98 - $120.99 $879 - $967
-8 Reduced 0.26%
3,119 $377,000
Q4 2023

Jan 25, 2024
BUY
$98.71 - $111.84 $16,287 - $18,453
165 Added 5.57%
3,127 $349,000
Q3 2023

Oct 16, 2023
BUY
$103.32 - $110.34 $103 - $110
1 Added 0.03%
2,962 $306,000
Q2 2023

Jul 17, 2023
SELL
$101.36 - $107.68 $1,013 - $1,076
-10 Reduced 0.34%
2,961 $314,000
Q1 2023

May 11, 2023
SELL
$100.82 - $111.44 $1,512 - $1,671
-15 Reduced 0.5%
2,971 $313,000
Q4 2022

Jan 18, 2023
BUY
$106.0 - $113.15 $8,586 - $9,165
81 Added 2.79%
2,986 $0
Q2 2022

Jul 27, 2022
BUY
N/A
1 Added 0.03%
2,905 $295,000
Q1 2022

Apr 20, 2022
BUY
N/A
1 Added 0.03%
2,904 $327,000
Q4 2021

Feb 10, 2022
BUY
N/A
311 Added 12.0%
2,903 $325,000
Q3 2021

Nov 08, 2021
BUY
N/A
2,592 New
2,592 $268,000

Others Institutions Holding VYM

# of Institutions
1,705
Shares Held
173M
Call Options Held
1.76M
Put Options Held
272K
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 Madrona Financial Services, LLC Portfolio

Follow Madrona Financial Services, 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 Madrona Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Madrona Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email