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

Perfromance Wealth Partners, LLC

  • $2.71 Billion
  • Q2 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 182,783 shares of VYM stock, worth $22.8 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
182,783
Previous 277,497 34.13%
Holding current value
$22.8 Million
Previous $33.6 Million 35.43%
% of portfolio
0.8%
Previous 1.41%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$106.0 - $113.15 $2.52 Million - $2.69 Million
23,764 Added 4.85%
513,324 $0
Q3 2022

Oct 17, 2022
BUY
N/A
152,062 Added 45.06%
489,560 $46.4 Million
Q2 2022

Jul 15, 2022
BUY
N/A
111,419 Added 49.28%
337,498 $34.3 Million
Q1 2022

Apr 21, 2022
BUY
N/A
31,401 Added 16.13%
226,079 $25.4 Million
Q4 2021

Feb 03, 2022
BUY
N/A
194,678 New
194,678 $21.8 Million

Others Institutions Holding VYM

# of Institutions
1,716
Shares Held
173M
Call Options Held
1.59M
Put Options Held
147K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Perfromance Wealth Partners, LLC Portfolio

Follow Perfromance Wealth Partners, 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 Perfromance Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perfromance Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email