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

Portside Wealth Group, LLC

$675 Billion
Q2 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 2,432 shares of VYM stock, worth $344,200. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,432

Previous 2,938 17.22%

Holding current value

$344,200

Previous $379 Million 14.41%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$114.78 - $133.31 $58,078 - $67,454	-506 Reduced 17.22%	2,432 $324 Million
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

2,029

Shares Held

192M

Call Options Held

2.08M

Put Options Held

216K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Portside Wealth Group, LLC with notifications on news.

Account

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