True Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

True Wealth Advisors, LLC

$262 Million
Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, True Wealth Advisors, LLC holds 3,879 shares of VYM stock, worth $517,031. This represents 0.19% of its overall portfolio holdings.

Number of Shares

3,879

Previous 3,879 -0.0%

Holding current value

$517,031

Previous $497,000 0.6%

% of portfolio

0.19%

Previous 0.18%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$117.9 - $128.2 $9,078 - $9,871	-77 Reduced 1.95%	3,879 $497,000
Q2 2024 Jul 24, 2024	SELL	$114.71 - $121.51 $7,456 - $7,898	-65 Reduced 1.62%	3,956 $469,000
Q1 2024 Apr 23, 2024	SELL	$109.98 - $120.99 $4,619 - $5,081	-42 Reduced 1.03%	4,021 $486,000
Q4 2023 Feb 08, 2024	SELL	$98.71 - $111.84 $197 - $223	-2 Reduced 0.05%	4,063 $453,000
Q3 2023 Nov 07, 2023	SELL	$103.32 - $110.34 $3,822 - $4,082	-37 Reduced 0.9%	4,065 $419,000
Q2 2023 Jul 31, 2023	BUY	$101.36 - $107.68 $2,331 - $2,476	23 Added 0.56%	4,102 $435,000
Q1 2023 Apr 19, 2023	SELL	$100.82 - $111.44 $2,722 - $3,008	-27 Reduced 0.66%	4,079 $430,000
Q4 2022 Jan 23, 2023	SELL	$96.14 - $113.15 $480 - $565	-5 Reduced 0.12%	4,106 $0
Q3 2022 Oct 21, 2022	BUY	$94.88 - $110.28 $85,297 - $99,141	899 Added 27.99%	4,111 $390,000
Q2 2022 Jul 27, 2022	BUY	$99.2 - $114.57 $89,478 - $103,342	902 Added 39.05%	3,212 $327,000
Q1 2022 May 05, 2022	BUY	$107.24 - $115.01 $19,410 - $20,816	181 Added 8.5%	2,310 $259,000
Q1 2022 May 04, 2022	SELL	$107.24 - $115.01 $19,410 - $20,816	-181 Reduced 7.84%	2,129 $232,000
Q4 2021 Feb 02, 2022	SELL	$104.33 - $112.16 $312 - $336	-3 Reduced 0.13%	2,310 $259,000
Q3 2021 Oct 25, 2021	SELL	$102.3 - $108.36 $613 - $650	-6 Reduced 0.26%	2,313 $239,000
Q2 2021 Jul 23, 2021	BUY	$101.6 - $107.95 $36,068 - $38,322	355 Added 18.08%	2,319 $243,000
Q1 2021 Apr 22, 2021	BUY	$90.4 - $101.83 $177,545 - $199,994	1,964 New	1,964 $0

Others Institutions Holding VYM

# of Institutions

1,856

Shares Held

189M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Account

True Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History