Ridgecrest Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Ridgecrest Wealth Partners, LLC

$183 Million
Q4 2024

A detailed history of Ridgecrest Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 9,238 shares of VYM stock, worth $1.24 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

9,238

Previous 9,115 1.35%

Holding current value

$1.24 Million

Previous $1.17 Million 0.86%

% of portfolio

0.64%

Previous 0.61%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$126.68 - $134.74 $15,581 - $16,573	123 Added 1.35%	9,238 $1.18 Million
Q3 2024 Nov 04, 2024	BUY	$117.9 - $128.2 $80,761 - $87,816	685 Added 8.13%	9,115 $1.17 Million
Q2 2024 Aug 05, 2024	BUY	$114.71 - $121.51 $150,270 - $159,178	1,310 Added 18.4%	8,430 $999,000
Q1 2024 Apr 17, 2024	BUY	$109.98 - $120.99 $195,214 - $214,757	1,775 Added 33.21%	7,120 $861,000
Q4 2023 Jan 09, 2024	SELL	$98.71 - $111.84 $199,887 - $226,476	-2,025 Reduced 27.48%	5,345 $596,000
Q1 2023 Apr 24, 2023	BUY	$100.82 - $111.44 $46,377 - $51,262	460 Added 6.66%	7,370 $777,000
Q4 2022 Jan 26, 2023	SELL	$96.14 - $113.15 $33,649 - $39,602	-350 Reduced 4.82%	6,910 $0
Q1 2022 Apr 26, 2022	SELL	$107.24 - $115.01 $35,389 - $37,953	-330 Reduced 4.35%	7,260 $815,000
Q4 2021 Jan 19, 2022	BUY	$104.33 - $112.16 $330,726 - $355,547	3,170 Added 71.72%	7,590 $851,000
Q3 2021 Nov 03, 2021	BUY	$102.3 - $108.36 $85,625 - $90,697	837 Added 23.36%	4,420 $457,000
Q2 2021 Jul 21, 2021	BUY	$101.6 - $107.95 $120,192 - $127,704	1,183 Added 49.29%	3,583 $375,000
Q1 2021 May 19, 2021	BUY	$90.4 - $101.83 $216,960 - $244,392	2,400 New	2,400 $243,000

Others Institutions Holding VYM

# of Institutions

1,947

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

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

News

Stay updated on Ridgecrest Wealth Partners, LLC with notifications on news.

Account

Ridgecrest Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History