A detailed history of Montag A & Associates Inc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Montag A & Associates Inc holds 3,455 shares of VYM stock, worth $455,541. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,455
Previous 3,455 -0.0%
Holding current value
$455,541
Previous $409,000 8.07%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023

SELL
$103.32 - $110.34 $23,660 - $25,267
-229 Reduced 6.22%
3,455 $356,000
Q3 2021

Nov 08, 2021

BUY
$102.3 - $108.36 $11,764 - $12,461
115 Added 3.22%
3,684 $381,000
Q1 2021

May 14, 2021

BUY
$90.4 - $101.83 $10,305 - $11,608
114 Added 3.3%
3,569 $361,000
Q2 2019

Aug 06, 2019

BUY
N/A
175 Added 5.34%
3,455 $302,000
Q4 2018

Feb 06, 2019

BUY
N/A
3,280 New
3,280 $256,000

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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