A detailed history of Ratio Wealth Group transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Ratio Wealth Group holds 178,867 shares of VYM stock, worth $21.2 Million. This represents 4.19% of its overall portfolio holdings.

Number of Shares
178,867
Previous 173,593 3.04%
Holding current value
$21.2 Million
Previous $19.4 Million 11.68%
% of portfolio
4.19%
Previous 4.19%

Shares

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

May 13, 2024

BUY
$109.98 - $120.99 $580,034 - $638,101
5,274 Added 3.04%
178,867 $21.6 Million
Q4 2023

Feb 13, 2024

SELL
$98.71 - $111.84 $4.33 Million - $4.91 Million
-43,908 Reduced 20.19%
173,593 $19.4 Million
Q3 2023

Nov 14, 2023

BUY
$103.32 - $110.34 $310,166 - $331,240
3,002 Added 1.4%
217,501 $22.5 Million
Q2 2023

Oct 10, 2023

BUY
$101.36 - $107.68 $1.61 Million - $1.72 Million
15,929 Added 8.02%
214,499 $22.8 Million
Q4 2022

Mar 24, 2023

BUY
$106.0 - $113.15 $1.29 Million - $1.38 Million
12,170 Added 6.53%
198,570 $21.5 Million
Q3 2022

Mar 24, 2023

BUY
N/A
12,780 Added 7.36%
186,400 $0
Q2 2022

Mar 24, 2023

SELL
N/A
-6,877 Reduced 3.81%
173,620 $0
Q1 2022

Mar 24, 2023

BUY
N/A
18,598 Added 11.49%
180,497 $0
Q4 2021

Mar 24, 2023

BUY
N/A
7,991 Added 5.19%
161,899 $0
Q3 2021

Mar 24, 2023

BUY
N/A
17,202 Added 12.58%
153,908 $0
Q2 2021

Mar 24, 2023

BUY
N/A
13,521 Added 10.98%
136,706 $0
Q1 2021

Mar 24, 2023

SELL
N/A
-38,714 Reduced 23.91%
123,185 $0
Q4 2020

Mar 31, 2023

SELL
N/A
-103,493 Reduced 52.12%
95,077 $8.7 Billion
Q4 2020

Mar 24, 2023

BUY
N/A
161,899 New
161,899 $0

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


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

Track Ratio Wealth Group Portfolio

Follow Ratio Wealth Group 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 Ratio Wealth Group, based on Form 13F filings with the SEC.

News

Stay updated on Ratio Wealth Group with notifications on news.