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

Portside Wealth Group, LLC

$613 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 2,938 shares of VYM stock, worth $379,060. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,938

Previous 3,570 17.7%

Holding current value

$379,060

Previous $455 Million 16.83%

% of portfolio

0.06%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$126.11 - $135.06 $79,701 - $85,357	-632 Reduced 17.7%	2,938 $379 Million
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

1,999

Shares Held

186M

Call Options Held

2.03M

Put Options Held

311K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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