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

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,485 shares of VYM stock, worth $776,292. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,485
Previous 5,403 1.52%
Holding current value
$776,292
Previous $696,000 5.03%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$114.78 - $133.31 $9,411 - $10,931
82 Added 1.52%
5,485 $731,000
Q1 2025

May 15, 2025
BUY
$126.11 - $135.06 $102,779 - $110,073
815 Added 17.76%
5,403 $697 Million
Q4 2024

May 30, 2025
SELL
$126.68 - $134.74 $132,380 - $140,803
-1,045 Reduced 19.34%
4,358 $556,000
Q4 2024

May 29, 2025
SELL
$126.68 - $134.74 $132,380 - $140,803
-1,045 Reduced 19.34%
4,358 $556,000
Q4 2024

Feb 11, 2025
BUY
$126.68 - $134.74 $581,207 - $618,187
4,588 New
4,588 $610 Million

Others Institutions Holding VYM

# of Institutions
2,057
Shares Held
193M
Call Options Held
2.08M
Put Options Held
216K
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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