A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 2,545 shares of VYM stock, worth $328,355. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,545
Previous 4,468 43.04%
Holding current value
$328,355
Previous $570 Million 42.43%
% of portfolio
0.09%
Previous 0.17%

Shares

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

May 02, 2025

SELL
$126.11 - $135.06 $242,509 - $259,720
-1,923 Reduced 43.04%
2,545 $328 Million
Q4 2024

Feb 12, 2025

BUY
$126.68 - $134.74 $566,006 - $602,018
4,468 New
4,468 $570 Million

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Prevail Innovative Wealth Advisors, LLC Portfolio

Follow Prevail Innovative Wealth Advisors, 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 Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.