Shore Haven Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Shore Haven Wealth Partners, LLC

  • $203 Million
  • Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 2,059 shares of VYM stock, worth $276,008. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,059
Previous 2,294 10.24%
Holding current value
$276,008
Previous $294,000 10.88%
% of portfolio
0.13%
Previous 0.15%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$126.68 - $134.74 $29,769 - $31,663
-235 Reduced 10.24%
2,059 $262,000
Q3 2024

Oct 24, 2024
SELL
$117.9 - $128.2 $17,685 - $19,230
-150 Reduced 6.14%
2,294 $294,000
Q2 2024

Jul 24, 2024
SELL
$114.71 - $121.51 $11,241 - $11,907
-98 Reduced 3.86%
2,444 $289,000
Q1 2024

May 02, 2024
SELL
$109.98 - $120.99 $6,818 - $7,501
-62 Reduced 2.38%
2,542 $307,000
Q4 2023

Feb 06, 2024
SELL
$98.71 - $111.84 $32,179 - $36,459
-326 Reduced 11.13%
2,604 $290,000
Q3 2023

Oct 24, 2023
SELL
$103.32 - $110.34 $929 - $993
-9 Reduced 0.31%
2,930 $302,000
Q2 2023

Jul 19, 2023
BUY
$101.36 - $107.68 $297,897 - $316,471
2,939 New
2,939 $311,000

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

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