Morris Retirement Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Morris Retirement Advisors, LLC

  • $167 Million
  • Q1 2024

A detailed history of Morris Retirement Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 1,920 shares of VYM stock, worth $228,096. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,920
Previous 1,964 2.24%
Holding current value
$228,096
Previous $219,000 5.94%
% of portfolio
0.14%
Previous 0.14%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$109.98 - $120.99 $4,839 - $5,323
-44 Reduced 2.24%
1,920 $232,000
Q4 2023

Feb 12, 2024
SELL
$98.71 - $111.84 $5,429 - $6,151
-55 Reduced 2.72%
1,964 $219,000
Q3 2023

Nov 08, 2023
BUY
$103.32 - $110.34 $10,435 - $11,144
101 Added 5.27%
2,019 $208,000
Q2 2023

Jul 17, 2023
SELL
$101.36 - $107.68 $37,097 - $39,410
-366 Reduced 16.02%
1,918 $203,000
Q4 2022

Feb 02, 2023
SELL
$106.0 - $113.15 $9,328 - $9,957
-88 Reduced 3.71%
2,284 $247,000
Q2 2022

Aug 08, 2022
SELL
N/A
-14 Reduced 0.59%
2,372 $241,000
Q1 2022

May 10, 2022
SELL
N/A
-12 Reduced 0.5%
2,386 $268,000
Q4 2021

Feb 02, 2022
SELL
N/A
-514 Reduced 17.65%
2,398 $269,000
Q3 2021

Oct 28, 2021
SELL
N/A
-70 Reduced 2.35%
2,912 $301,000
Q2 2021

Jul 29, 2021
SELL
N/A
-252 Reduced 7.79%
2,982 $312,000
Q1 2021

May 04, 2021
SELL
N/A
-385 Reduced 10.64%
3,234 $327,000
Q4 2020

Feb 01, 2021
BUY
N/A
3,619 New
3,619 $331,000

Others Institutions Holding VYM

# of Institutions
1,705
Shares Held
174M
Call Options Held
1.76M
Put Options Held
464K
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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