Merriman Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Merriman Wealth Management, LLC

  • $2.36 Billion
  • Q3 2024

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 2,913 shares of VYM stock, worth $389,235. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,913
Previous 2,476 17.65%
Holding current value
$389,235
Previous $293,000 27.3%
% of portfolio
0.02%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$117.9 - $128.2 $51,522 - $56,023
437 Added 17.65%
2,913 $373,000
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
$99.2 - $114.57 $84,320 - $97,384
-850 Reduced 29.64%
2,018 $0
Q1 2022

Apr 28, 2022
BUY
$107.24 - $115.01 $3,324 - $3,565
31 Added 1.09%
2,868 $322,000
Q4 2021

Feb 01, 2022
BUY
$104.33 - $112.16 $295,984 - $318,197
2,837 New
2,837 $318,000
Q4 2021

Feb 01, 2022
SELL
$104.33 - $112.16 $295,984 - $318,197
-2,837 Closed
0 $0
Q3 2021

Nov 09, 2021
BUY
$102.3 - $108.36 $290,225 - $307,417
2,837 New
2,837 $293,000

Others Institutions Holding VYM

# of Institutions
1,797
Shares Held
179M
Call Options Held
1.89M
Put Options Held
525K
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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