Montz Harcus Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History

Montz Harcus Wealth Management LLC

  • $205 Million
  • Q2 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 63,105 shares of VYM stock, worth $8.6 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares
63,105
Previous 61,021 3.42%
Holding current value
$8.6 Million
Previous $7.87 Million 6.9%
% of portfolio
4.11%
Previous 4.35%

Shares

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

Jul 21, 2025
BUY
$114.78 - $133.31 $239,201 - $277,818
2,084 Added 3.42%
63,105 $8.41 Million
Q1 2025

Apr 21, 2025
BUY
$126.11 - $135.06 $76,800 - $82,251
609 Added 1.01%
61,021 $7.87 Million
Q4 2024

Jan 29, 2025
BUY
$126.68 - $134.74 $255,133 - $271,366
2,014 Added 3.45%
60,412 $7.71 Million
Q3 2024

Oct 24, 2024
BUY
$117.9 - $128.2 $47,160 - $51,279
400 Added 0.69%
58,398 $7.49 Million
Q2 2024

Jul 19, 2024
BUY
$114.71 - $121.51 $131,916 - $139,736
1,150 Added 2.02%
57,998 $6.88 Million
Q1 2024

May 07, 2024
BUY
$109.98 - $120.99 $14,627 - $16,091
133 Added 0.23%
56,848 $6.88 Million
Q4 2023

Jan 22, 2024
BUY
$98.71 - $111.84 $58,535 - $66,321
593 Added 1.06%
56,715 $6.33 Million
Q3 2023

Nov 14, 2023
BUY
$103.32 - $110.34 $30,272 - $32,329
293 Added 0.52%
56,122 $5.8 Million
Q2 2023

Jul 21, 2023
BUY
$101.36 - $107.68 $320,196 - $340,161
3,159 Added 6.0%
55,829 $5.92 Million
Q1 2023

Apr 25, 2023
SELL
$100.82 - $111.44 $11,594 - $12,815
-115 Reduced 0.22%
52,670 $5.56 Million
Q4 2022

Jan 20, 2023
BUY
$96.14 - $113.15 $866,702 - $1.02 Million
9,015 Added 20.6%
52,785 $0
Q3 2022

Nov 02, 2022
BUY
$94.88 - $110.28 $126,380 - $146,892
1,332 Added 3.14%
43,770 $4.15 Million
Q2 2022

Jul 18, 2022
BUY
$99.2 - $114.57 $130,844 - $151,117
1,319 Added 3.21%
42,438 $4.32 Million
Q1 2022

May 05, 2022
BUY
$107.24 - $115.01 $103,915 - $111,444
969 Added 2.41%
41,119 $4.62 Million
Q4 2021

Mar 24, 2022
BUY
$104.33 - $112.16 $4.19 Million - $4.5 Million
40,150 New
40,150 $4.5 Million

Others Institutions Holding VYM

# of Institutions
2,018
Shares Held
189M
Call Options Held
2.03M
Put Options Held
311K
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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