Marshall & Sterling Wealth Advisors Inc. Vanguard Whitehall Fds (Vangua Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 2,093 shares of VYM stock, worth $270,038. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,093
Previous 2,249 6.94%
Holding current value
$270,038
Previous $287 Million 5.88%
% of portfolio
0.18%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$126.11 - $135.06 $19,673 - $21,069
-156 Reduced 6.94%
2,093 $270 Million
Q4 2024

Feb 14, 2025
BUY
$126.68 - $134.74 $284,903 - $303,030
2,249 New
2,249 $287 Million

Others Institutions Holding VYM

# of Institutions
2,000
Shares Held
186M
Call Options Held
2.03M
Put Options Held
311K
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 Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. 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 Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email