A detailed history of Newton One Investments LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Newton One Investments LLC holds 1,867 shares of VYM stock, worth $249,468. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,867
Previous 1,867 -0.0%
Holding current value
$249,468
Previous $221,000 8.14%
% of portfolio
0.1%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$114.71 - $121.51 $25,924 - $27,461
-226 Reduced 10.8%
1,867 $221,000
Q1 2024

Apr 16, 2024

SELL
$109.98 - $120.99 $22,215 - $24,439
-202 Reduced 8.8%
2,093 $253,000
Q4 2023

Jan 22, 2024

BUY
$98.71 - $111.84 $2,171 - $2,460
22 Added 0.97%
2,295 $256,000
Q3 2023

Oct 20, 2023

BUY
$103.32 - $110.34 $1,756 - $1,875
17 Added 0.75%
2,273 $234,000
Q2 2023

Jul 20, 2023

BUY
$101.36 - $107.68 $1,925 - $2,045
19 Added 0.85%
2,256 $239,000
Q1 2023

Apr 18, 2023

BUY
$100.82 - $111.44 $1,613 - $1,783
16 Added 0.72%
2,237 $236,000
Q4 2021

Jan 25, 2022

BUY
$104.33 - $112.16 $1,877 - $2,018
18 Added 0.82%
2,221 $249,000
Q3 2021

Oct 19, 2021

BUY
$102.3 - $108.36 $1,636 - $1,733
16 Added 0.73%
2,203 $228,000
Q2 2021

Jul 16, 2021

BUY
$101.6 - $107.95 $1,625 - $1,727
16 Added 0.74%
2,187 $229,000
Q1 2021

Apr 23, 2021

BUY
$90.4 - $101.83 $1,265 - $1,425
14 Added 0.65%
2,171 $220,000
Q4 2020

Jan 28, 2021

BUY
$78.88 - $92.1 $170,144 - $198,659
2,157 New
2,157 $197,000

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Newton One Investments LLC Portfolio

Follow Newton One Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Newton One Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Newton One Investments LLC with notifications on news.