A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,082 shares of VYM stock, worth $544,089. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,082
Previous 4,082 -0.0%
Holding current value
$544,089
Previous $523,000 0.57%
% of portfolio
0.04%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$114.71 - $121.51 $57,355 - $60,755
500 Added 13.96%
4,082 $484,000
Q1 2024

May 13, 2024

SELL
$109.98 - $120.99 $5,499 - $6,049
-50 Reduced 1.38%
3,582 $433,000
Q4 2023

Feb 14, 2024

SELL
$98.71 - $111.84 $592 - $671
-6 Reduced 0.16%
3,632 $405,000
Q3 2023

Nov 07, 2023

SELL
$103.32 - $110.34 $34,095 - $36,412
-330 Reduced 8.32%
3,638 $375,000
Q2 2023

Aug 10, 2023

SELL
$101.36 - $107.68 $3,547 - $3,768
-35 Reduced 0.87%
3,968 $420,000
Q1 2023

May 05, 2023

BUY
$100.82 - $111.44 $5,041 - $5,572
50 Added 1.26%
4,003 $422,000
Q4 2022

Feb 06, 2023

BUY
$96.14 - $113.15 $29,995 - $35,302
312 Added 8.57%
3,953 $427,000
Q3 2022

Nov 08, 2022

BUY
$94.88 - $110.28 $26,566 - $30,878
280 Added 8.33%
3,641 $345,000
Q2 2022

Aug 11, 2022

BUY
$99.2 - $114.57 $4,960 - $5,728
50 Added 1.51%
3,361 $342,000
Q1 2022

Apr 20, 2022

SELL
$107.24 - $115.01 $1.64 Million - $1.76 Million
-15,269 Reduced 82.18%
3,311 $372,000
Q3 2021

Dec 10, 2021

BUY
$102.3 - $108.36 $54,525 - $57,755
533 Added 2.95%
18,580 $1.92 Million
Q2 2021

Aug 12, 2021

SELL
$101.6 - $107.95 $95,199 - $101,149
-937 Reduced 4.94%
18,047 $1.89 Million
Q1 2021

May 14, 2021

BUY
$90.4 - $101.83 $1,536 - $1,731
17 Added 0.09%
18,984 $1.92 Million
Q4 2020

Feb 16, 2021

BUY
$78.88 - $92.1 $1.5 Million - $1.75 Million
18,967 New
18,967 $1.74 Million

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


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