Steward Partners Investment Advisory, LLC Vanguard Whitehall Fds (Vangua Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

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 542,997 shares of VYM stock, worth $72.7 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
542,997
Previous 564,547 3.82%
Holding current value
$72.7 Million
Previous $72.4 Million 4.28%
% of portfolio
0.63%
Previous 0.68%

Shares

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

Feb 06, 2025
SELL
$126.68 - $134.74 $2.73 Million - $2.9 Million
-21,550 Reduced 3.82%
542,997 $69.3 Million
Q3 2024

Nov 14, 2024
BUY
$117.9 - $128.2 $22 Million - $23.9 Million
186,786 Added 49.45%
564,547 $72.4 Million
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

# of Institutions
1,906
Shares Held
191M
Call Options Held
1.77M
Put Options Held
395K
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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