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

Ridgecrest Wealth Partners, LLC

  • $166 Million
  • Q2 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 8,430 shares of VYM stock, worth $1.08 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
8,430
Previous 7,120 18.4%
Holding current value
$1.08 Million
Previous $861,000 16.03%
% of portfolio
0.6%
Previous 0.51%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,721
Shares Held
173M
Call Options Held
1.59M
Put Options Held
147K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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