Paragon Private Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Paragon Private Wealth Management, LLC

  • $204 Million
  • Q1 2025

A detailed history of Paragon Private Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 2,452 shares of VYM stock, worth $332,147. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,452
Previous 2,884 14.98%
Holding current value
$332,147
Previous $367,000 13.9%
% of portfolio
0.15%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$126.11 - $135.06 $54,479 - $58,345
-432 Reduced 14.98%
2,452 $316,000
Q4 2024

Feb 07, 2025
BUY
$126.68 - $134.74 $80,695 - $85,829
637 Added 28.35%
2,884 $367,000
Q3 2024

Nov 07, 2024
BUY
$117.9 - $128.2 $7,427 - $8,076
63 Added 2.88%
2,247 $288,000
Q2 2024

Aug 12, 2024
BUY
$114.71 - $121.51 $51,275 - $54,314
447 Added 25.73%
2,184 $259,000
Q1 2024

May 13, 2024
BUY
$109.98 - $120.99 $191,035 - $210,159
1,737 New
1,737 $210,000
Q4 2022

Feb 13, 2023
BUY
$96.14 - $113.15 $195,164 - $229,694
2,030 New
2,030 $219,000

Others Institutions Holding VYM

# of Institutions
2,012
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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