A detailed history of Merriman Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 2,476 shares of VYM stock, worth $293,901. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,476
Previous 2,559 3.24%
Holding current value
$293,901
Previous $285,000 4.91%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$109.98 - $120.99 $9,128 - $10,042
-83 Reduced 3.24%
2,476 $299,000
Q4 2023

Feb 13, 2024

BUY
$98.71 - $111.84 $6,909 - $7,828
70 Added 2.81%
2,559 $285,000
Q3 2023

Nov 13, 2023

BUY
$103.32 - $110.34 $5,682 - $6,068
55 Added 2.26%
2,489 $257,000
Q2 2023

Aug 14, 2023

SELL
$101.36 - $107.68 $13,379 - $14,213
-132 Reduced 5.14%
2,434 $258,000
Q1 2023

May 04, 2023

BUY
$100.82 - $111.44 $258,704 - $285,955
2,566 New
2,566 $270,000
Q2 2022

Jul 29, 2022

SELL
N/A
-850 Reduced 29.64%
2,018 $0
Q1 2022

Apr 28, 2022

BUY
N/A
31 Added 1.09%
2,868 $322,000
Q4 2021

Feb 01, 2022

BUY
N/A
2,837 New
2,837 $318,000
Q4 2021

Feb 01, 2022

SELL
N/A
-2,837 Closed
0 $0
Q3 2021

Nov 09, 2021

BUY
N/A
2,837 New
2,837 $293,000

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Merriman Wealth Management, LLC Portfolio

Follow Merriman Wealth Management, 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 Merriman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.