Mittelman Wealth Management Vanguard Whitehall Fds (Vangua Transaction History

Mittelman Wealth Management

$111 Billion
Q1 2025

A detailed history of Mittelman Wealth Management transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Mittelman Wealth Management holds 147,052 shares of VYM stock, worth $20 Million. This represents 17.11% of its overall portfolio holdings.

Number of Shares

147,052

Previous 139,286 5.58%

Holding current value

$20 Million

Previous $17.8 Billion 6.71%

% of portfolio

17.11%

Previous 16.53%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$126.11 - $135.06 $979,370 - $1.05 Million	7,766 Added 5.58%	147,052 $19 Billion
Q4 2024 Feb 18, 2025	SELL	$126.68 - $134.74 $11.2 Million - $11.9 Million	-88,056 Reduced 38.73%	139,286 $17.8 Billion
Q3 2024 Nov 15, 2024	BUY	$117.9 - $128.2 $16.6 Million - $18 Million	140,604 Added 162.1%	227,342 $29.1 Billion
Q2 2024 Aug 12, 2024	SELL	$114.71 - $121.51 $49,784 - $52,735	-434 Reduced 0.5%	86,738 $10.3 Billion
Q1 2024 May 06, 2024	BUY	$109.98 - $120.99 $9.59 Million - $10.5 Million	87,172 New	87,172 $10.5 Billion

Others Institutions Holding VYM

# of Institutions

2,021

Shares Held

189M

Call Options Held

2.03M

Put Options Held

311K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

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Mittelman Wealth Management Vanguard Whitehall Fds (Vangua Transaction History