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 9,115 shares of VYM stock, worth $1.18 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
9,115
Previous 8,430 8.13%
Holding current value
$1.18 Million
Previous $999,000 16.92%
% of portfolio
0.61%
Previous 0.6%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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