A detailed history of United Asset Strategies, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, United Asset Strategies, Inc. holds 2,335 shares of VYM stock, worth $276,860. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,335
Previous 2,550 8.43%
Holding current value
$276,860
Previous $284,000 0.7%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$109.98 - $120.99 $23,645 - $26,012
-215 Reduced 8.43%
2,335 $282,000
Q3 2023

Nov 07, 2023

SELL
$103.32 - $110.34 $7,748 - $8,275
-75 Reduced 2.86%
2,550 $263,000
Q2 2022

Aug 15, 2022

SELL
N/A
-16 Reduced 0.61%
2,625 $267,000
Q1 2022

Apr 29, 2022

SELL
N/A
-47 Reduced 1.75%
2,641 $296,000
Q4 2021

Jan 31, 2022

SELL
N/A
-173 Reduced 6.05%
2,688 $301,000
Q3 2021

Oct 21, 2021

BUY
N/A
2,861 New
2,861 $296,000

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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