A detailed history of Steward Partners Investment Advisory, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 377,761 shares of VYM stock, worth $50 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
377,761
Previous 385,966 2.13%
Holding current value
$50 Million
Previous $46.7 Million 4.06%
% of portfolio
0.48%
Previous 0.52%

Shares

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

Aug 08, 2024

SELL
$114.71 - $121.51 $941,195 - $996,989
-8,205 Reduced 2.13%
377,761 $44.8 Million
Q1 2024

May 15, 2024

BUY
$109.98 - $120.99 $2.32 Million - $2.56 Million
21,125 Added 5.79%
385,966 $46.7 Million
Q4 2023

Feb 12, 2024

BUY
$98.71 - $111.84 $326,039 - $369,407
3,303 Added 0.91%
364,841 $40.7 Million
Q3 2023

Nov 13, 2023

BUY
$103.32 - $110.34 $110,345 - $117,843
1,068 Added 0.3%
361,538 $37.4 Million
Q2 2023

Aug 14, 2023

SELL
$101.36 - $107.68 $3.7 Million - $3.94 Million
-36,550 Reduced 9.21%
360,470 $38.2 Million
Q1 2023

May 15, 2023

BUY
$100.82 - $111.44 $1.54 Million - $1.71 Million
15,323 Added 4.01%
397,020 $41.9 Million
Q4 2022

Feb 15, 2023

BUY
$96.14 - $113.15 $1.65 Million - $1.95 Million
17,200 Added 4.72%
381,697 $41.3 Million
Q3 2022

Nov 10, 2022

BUY
$94.88 - $110.28 $2.56 Million - $2.98 Million
27,012 Added 8.0%
364,497 $34.6 Million
Q2 2022

Aug 04, 2022

SELL
$99.2 - $114.57 $875,043 - $1.01 Million
-8,821 Reduced 2.55%
337,485 $34.3 Million
Q1 2022

May 02, 2022

BUY
$107.24 - $115.01 $636,469 - $682,584
5,935 Added 1.74%
346,306 $38.9 Million
Q4 2021

Feb 08, 2022

BUY
$104.33 - $112.16 $486,595 - $523,114
4,664 Added 1.39%
340,371 $38.2 Million
Q3 2021

Nov 12, 2021

SELL
$102.3 - $108.36 $524,492 - $555,561
-5,127 Reduced 1.5%
335,707 $34.7 Million
Q2 2021

Aug 13, 2021

SELL
$101.6 - $107.95 $6.12 Million - $6.5 Million
-60,193 Reduced 15.01%
340,834 $35.7 Million
Q1 2021

May 14, 2021

BUY
$90.4 - $101.83 $6.49 Million - $7.31 Million
71,791 Added 21.81%
401,027 $0
Q4 2020

Feb 11, 2021

BUY
$78.88 - $92.1 $3.11 Million - $3.63 Million
39,460 Added 13.62%
329,236 $30.1 Million
Q3 2020

Oct 30, 2020

BUY
$77.57 - $85.18 $5.9 Million - $6.48 Million
76,028 Added 35.57%
289,776 $23.5 Million
Q2 2020

Aug 06, 2020

BUY
$67.79 - $86.78 $5.08 Million - $6.51 Million
75,009 Added 54.06%
213,748 $16.8 Million
Q1 2020

Apr 29, 2020

SELL
$60.97 - $94.78 $30,850 - $47,958
-506 Reduced 0.36%
138,739 $9.82 Million
Q4 2019

Jan 17, 2020

BUY
$85.84 - $94.47 $7.09 Million - $7.81 Million
82,641 Added 146.0%
139,245 $13 Million
Q3 2019

Oct 30, 2019

BUY
$88.2 - $89.75 $484,306 - $492,817
5,491 Added 10.74%
56,604 $5.02 Million
Q2 2019

Jul 25, 2019

BUY
N/A
28,854 Added 129.63%
51,113 $4.47 Million
Q1 2019

Apr 30, 2019

BUY
N/A
14,769 Added 197.18%
22,259 $1.91 Million
Q4 2018

Jan 15, 2019

BUY
N/A
983 Added 15.11%
7,490 $584,000
Q3 2018

Oct 23, 2018

SELL
N/A
-225 Reduced 3.34%
6,507 $567,000
Q2 2018

Jul 20, 2018

BUY
N/A
2,678 Added 66.06%
6,732 $559,000
Q1 2018

Apr 20, 2018

BUY
N/A
3,053 Added 305.0%
4,054 $334,000
Q4 2017

Jan 19, 2018

SELL
N/A
-95 Reduced 8.67%
1,001 $85,000
Q3 2017

Nov 22, 2017

BUY
N/A
1 Added 0.09%
1,096 $88,000
Q2 2017

Nov 22, 2017

BUY
N/A
2 Added 0.18%
1,095 $85,000
Q1 2017

Nov 22, 2017

BUY
N/A
1,093
1,093 $84,000

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
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