Transform Wealth, LLC Vanguard Whitehall Fds (Vangua Transaction History

Transform Wealth, LLC

  • $1.31 Billion
  • Q2 2024

A detailed history of Transform Wealth, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Transform Wealth, LLC holds 7,949 shares of VYM stock, worth $992,353. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,949
Previous 7,947 0.03%
Holding current value
$992,353
Previous $961,000 1.98%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Jul 15, 2024
BUY
$114.71 - $121.51 $229 - $243
2 Added 0.03%
7,949 $942,000
Q4 2023

Jan 18, 2024
BUY
$98.71 - $111.84 $1,579 - $1,789
16 Added 0.2%
7,947 $887,000
Q3 2023

Oct 10, 2023
SELL
$103.32 - $110.34 $120,057 - $128,215
-1,162 Reduced 12.78%
7,931 $819,000
Q2 2023

Jul 13, 2023
BUY
$101.36 - $107.68 $72,269 - $76,775
713 Added 8.51%
9,093 $964,000
Q4 2022

Jan 12, 2023
BUY
$106.0 - $113.15 $6,360 - $6,789
60 Added 0.72%
8,380 $0
Q3 2022

Oct 21, 2022
BUY
N/A
370 Added 4.65%
8,320 $789,000
Q3 2021

Oct 15, 2021
SELL
N/A
-217 Reduced 2.66%
7,950 $822,000
Q2 2021

Jul 20, 2021
BUY
N/A
2,500 Added 44.12%
8,167 $856,000
Q1 2021

Apr 22, 2021
SELL
N/A
-488 Reduced 7.93%
5,667 $573,000
Q4 2020

Jan 20, 2021
SELL
N/A
-2,730 Reduced 30.73%
6,155 $563,000
Q3 2020

Oct 21, 2020
BUY
N/A
2 Added 0.02%
8,885 $719,000
Q1 2020

Apr 30, 2020
SELL
N/A
-59 Reduced 0.66%
8,883 $628,000
Q3 2019

Oct 24, 2019
SELL
N/A
-936 Reduced 9.48%
8,942 $793,000
Q2 2019

Jul 30, 2019
BUY
N/A
1,798 Added 22.25%
9,878 $864,000
Q4 2017

Feb 08, 2018
SELL
N/A
-162 Reduced 1.97%
8,080 $692,000
Q3 2017

Oct 19, 2017
BUY
N/A
8,242
8,242 $668,000

Others Institutions Holding VYM

# of Institutions
1,716
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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