A detailed history of Principle Wealth Partners LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Principle Wealth Partners LLC holds 129,629 shares of VYM stock, worth $15.4 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
129,629
Previous 129,279 0.27%
Holding current value
$15.4 Million
Previous $14.4 Million 8.68%
% of portfolio
1.29%
Previous 1.31%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$109.98 - $120.99 $38,493 - $42,346
350 Added 0.27%
129,629 $15.7 Million
Q4 2023

Feb 05, 2024

BUY
$98.71 - $111.84 $186,956 - $211,824
1,894 Added 1.49%
129,279 $14.4 Million
Q3 2023

Nov 01, 2023

SELL
$103.32 - $110.34 $608,761 - $650,123
-5,892 Reduced 4.42%
127,385 $13.2 Million
Q2 2023

Jul 31, 2023

SELL
$101.36 - $107.68 $588,090 - $624,759
-5,802 Reduced 4.17%
133,277 $14.1 Million
Q1 2023

May 10, 2023

SELL
$100.82 - $111.44 $1.41 Million - $1.55 Million
-13,944 Reduced 9.11%
139,079 $14.7 Million
Q4 2022

Feb 02, 2023

BUY
$106.0 - $113.15 $84,694 - $90,406
799 Added 0.52%
153,023 $16.6 Million
Q3 2022

Nov 14, 2022

BUY
N/A
15,522 Added 11.35%
152,224 $14.4 Million
Q2 2022

Aug 02, 2022

BUY
N/A
1,233 Added 0.91%
136,702 $13.9 Million
Q1 2022

May 12, 2022

SELL
N/A
-2,085 Reduced 1.52%
135,469 $15.2 Million
Q4 2021

Feb 11, 2022

SELL
N/A
-1,294 Reduced 0.93%
137,554 $15.4 Million
Q3 2021

Nov 16, 2021

SELL
N/A
-1,579 Reduced 1.12%
138,848 $14.4 Million
Q2 2021

Aug 13, 2021

BUY
N/A
9,530 Added 7.28%
140,427 $14.7 Million
Q1 2021

May 18, 2021

BUY
N/A
11,084 Added 9.25%
130,897 $13.2 Million
Q4 2020

Feb 16, 2021

BUY
N/A
114,594 Added 2195.71%
119,813 $11 Million
Q3 2020

Nov 16, 2020

SELL
N/A
-3,395 Reduced 39.41%
5,219 $422,000
Q2 2020

Aug 14, 2020

BUY
N/A
57 Added 0.67%
8,614 $679,000
Q1 2020

May 13, 2020

BUY
N/A
8,557 New
8,557 $605,000

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


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

Track Principle Wealth Partners LLC Portfolio

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

News

Stay updated on Principle Wealth Partners LLC with notifications on news.