Mission Wealth Management, LP Vanguard Whitehall Fds (Vangua Transaction History

Mission Wealth Management, LP

  • $4.01 Billion
  • Q1 2025

A detailed history of Mission Wealth Management, LP transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Mission Wealth Management, LP holds 48,332 shares of VYM stock, worth $6.2 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
48,332
Previous 49,783 2.91%
Holding current value
$6.2 Million
Previous $6.35 Million 2.94%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Apr 17, 2025
SELL
$126.11 - $135.06 $182,985 - $195,972
-1,451 Reduced 2.91%
48,332 $6.16 Million
Q4 2024

Feb 06, 2025
SELL
$126.68 - $134.74 $503,172 - $535,187
-3,972 Reduced 7.39%
49,783 $6.35 Million
Q3 2024

Oct 31, 2024
SELL
$117.9 - $128.2 $264,567 - $287,680
-2,244 Reduced 4.01%
53,755 $6.89 Million
Q2 2024

Aug 02, 2024
SELL
$114.71 - $121.51 $868,125 - $919,587
-7,568 Reduced 11.91%
55,999 $6.64 Million
Q1 2024

Apr 30, 2024
BUY
$109.98 - $120.99 $187,625 - $206,408
1,706 Added 2.76%
63,567 $7.69 Million
Q4 2023

Feb 05, 2024
BUY
$98.71 - $111.84 $381,218 - $431,926
3,862 Added 6.66%
61,861 $6.91 Million
Q3 2023

Oct 23, 2023
SELL
$103.32 - $110.34 $490,460 - $523,783
-4,747 Reduced 7.57%
57,999 $5.99 Million
Q2 2023

Aug 04, 2023
SELL
$101.36 - $107.68 $118,793 - $126,200
-1,172 Reduced 1.83%
62,746 $6.66 Million
Q1 2023

Apr 07, 2023
SELL
$100.82 - $111.44 $265,862 - $293,867
-2,637 Reduced 3.96%
63,918 $6.74 Million
Q4 2022

Feb 02, 2023
SELL
$96.14 - $113.15 $189,972 - $223,584
-1,976 Reduced 2.88%
66,555 $7.2 Million
Q3 2022

Oct 12, 2022
BUY
$94.88 - $110.28 $35,010 - $40,693
369 Added 0.54%
68,531 $6.5 Million
Q2 2022

Jul 27, 2022
SELL
$99.2 - $114.57 $89,776 - $103,685
-905 Reduced 1.31%
68,162 $6.93 Million
Q1 2022

Apr 25, 2022
SELL
$107.24 - $115.01 $828,321 - $888,337
-7,724 Reduced 10.06%
69,067 $7.75 Million
Q4 2021

Feb 11, 2022
SELL
$104.33 - $112.16 $658,843 - $708,290
-6,315 Reduced 7.6%
76,791 $8.61 Million
Q3 2021

Nov 05, 2021
SELL
$102.3 - $108.36 $312,833 - $331,364
-3,058 Reduced 3.55%
83,106 $8.59 Million
Q2 2021

Aug 10, 2021
SELL
$101.6 - $107.95 $45,720 - $48,577
-450 Reduced 0.52%
86,164 $9.03 Million
Q1 2021

May 10, 2021
SELL
$90.4 - $101.83 $846,053 - $953,026
-9,359 Reduced 9.75%
86,614 $8.76 Million
Q4 2020

Jan 19, 2021
SELL
$78.88 - $92.1 $467,048 - $545,324
-5,921 Reduced 5.81%
95,973 $8.78 Million
Q3 2020

Oct 16, 2020
SELL
$77.57 - $85.18 $5.44 Million - $5.97 Million
-70,105 Reduced 40.76%
101,894 $8.25 Million
Q2 2020

Aug 03, 2020
BUY
$67.79 - $86.78 $696,813 - $892,011
10,279 Added 6.36%
171,999 $13.6 Million
Q1 2020

Apr 10, 2020
BUY
$60.97 - $94.78 $6.6 Million - $10.3 Million
108,252 Added 202.46%
161,720 $11.4 Million
Q4 2019

Jan 21, 2020
BUY
$85.84 - $94.47 $219,750 - $241,843
2,560 Added 5.03%
53,468 $5.01 Million
Q3 2019

Oct 16, 2019
BUY
$88.2 - $89.75 $243,608 - $247,889
2,762 Added 5.74%
50,908 $4.52 Million
Q2 2019

Aug 09, 2019
BUY
N/A
2,220 Added 4.83%
48,146 $4.21 Million
Q1 2019

May 14, 2019
SELL
N/A
-725 Reduced 1.55%
45,926 $3.93 Million
Q4 2018

Feb 08, 2019
BUY
N/A
6,965 Added 17.55%
46,651 $3.64 Million
Q3 2018

Nov 01, 2018
BUY
N/A
302 Added 0.77%
39,686 $3.46 Million
Q2 2018

Aug 08, 2018
SELL
N/A
-3,766 Reduced 8.73%
39,384 $3.27 Million
Q1 2018

May 04, 2018
BUY
N/A
1,303 Added 3.11%
43,150 $3.56 Million
Q4 2017

Feb 09, 2018
BUY
N/A
2,162 Added 5.45%
41,847 $3.58 Million
Q3 2017

Nov 13, 2017
BUY
N/A
1,939 Added 5.14%
39,685 $3.22 Million
Q2 2017

Aug 11, 2017
BUY
N/A
37,746
37,746 $2.95 Million

Others Institutions Holding VYM

# of Institutions
1,999
Shares Held
186M
Call Options Held
2.03M
Put Options Held
206K
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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