Perfromance Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Perfromance Wealth Partners, LLC

$3.09 Billion
Q4 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 126,090 shares of VYM stock, worth $16.9 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

126,090

Previous 122,815 2.67%

Holding current value

$16.9 Million

Previous $15.7 Million 2.18%

% of portfolio

0.52%

Previous 0.55%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$126.68 - $134.74 $414,877 - $441,273	3,275 Added 2.67%	126,090 $16.1 Million
Q3 2024 Oct 10, 2024	SELL	$117.9 - $128.2 $7.07 Million - $7.69 Million	-59,968 Reduced 32.81%	122,815 $15.7 Million
Q2 2024 Jul 19, 2024	SELL	$114.71 - $121.51 $10.9 Million - $11.5 Million	-94,714 Reduced 34.13%	182,783 $21.7 Million
Q1 2024 Apr 30, 2024	SELL	$109.98 - $120.99 $29.8 Million - $32.8 Million	-270,989 Reduced 49.41%	277,497 $33.6 Million
Q4 2023 Jan 22, 2024	SELL	$98.71 - $111.84 $585,843 - $663,770	-5,935 Reduced 1.07%	548,486 $61.2 Million
Q3 2023 Oct 30, 2023	BUY	$103.32 - $110.34 $977,820 - $1.04 Million	9,464 Added 1.74%	554,421 $57.3 Million
Q2 2023 Jul 13, 2023	SELL	$101.36 - $107.68 $167,142 - $177,564	-1,649 Reduced 0.3%	544,957 $57.8 Million
Q1 2023 Apr 20, 2023	BUY	$100.82 - $111.44 $3.36 Million - $3.71 Million	33,282 Added 6.48%	546,606 $57.7 Million
Q4 2022 Jan 19, 2023	BUY	$96.14 - $113.15 $2.28 Million - $2.69 Million	23,764 Added 4.85%	513,324 $0
Q3 2022 Oct 17, 2022	BUY	$94.88 - $110.28 $14.4 Million - $16.8 Million	152,062 Added 45.06%	489,560 $46.4 Million
Q2 2022 Jul 15, 2022	BUY	$99.2 - $114.57 $11.1 Million - $12.8 Million	111,419 Added 49.28%	337,498 $34.3 Million
Q1 2022 Apr 21, 2022	BUY	$107.24 - $115.01 $3.37 Million - $3.61 Million	31,401 Added 16.13%	226,079 $25.4 Million
Q4 2021 Feb 03, 2022	BUY	$104.33 - $112.16 $20.3 Million - $21.8 Million	194,678 New	194,678 $21.8 Million

Others Institutions Holding VYM

# of Institutions

1,947

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Perfromance Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History