Portside Wealth Group, LLC Vanguard Whitehall Fds (Vangua Transaction History

Portside Wealth Group, LLC

  • $604 Billion
  • Q1 2025

A detailed history of Portside Wealth Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Portside Wealth Group, LLC holds 3,570 shares of VYM stock, worth $455,353. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,570
Previous 2,596 37.52%
Holding current value
$455,353
Previous $333 Million 36.86%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Apr 10, 2025
BUY
$126.11 - $135.06 $122,831 - $131,548
974 Added 37.52%
3,570 $455 Million
Q3 2024

Oct 31, 2024
BUY
$117.9 - $128.2 $53,762 - $58,459
456 Added 21.31%
2,596 $333 Million
Q2 2024

Jul 18, 2024
SELL
$114.71 - $121.51 $9,062 - $9,599
-79 Reduced 3.56%
2,140 $254 Million
Q1 2024

Apr 17, 2024
SELL
$109.98 - $120.99 $637,774 - $701,621
-5,799 Reduced 72.32%
2,219 $268 Million
Q4 2023

Jan 16, 2024
BUY
$98.71 - $111.84 $791,456 - $896,733
8,018 New
8,018 $895 Million
Q2 2023

Aug 01, 2023
BUY
$101.36 - $107.68 $6.75 Million - $7.18 Million
66,636 New
66,636 $7.07 Million

Others Institutions Holding VYM

# of Institutions
1,965
Shares Held
194M
Call Options Held
843K
Put Options Held
340K
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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