Venturi Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Venturi Wealth Management, LLC

  • $1.45 Billion
  • Q1 2024

A detailed history of Venturi Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,522 shares of VYM stock, worth $180,920. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,522
Previous 1,522 -0.0%
Holding current value
$180,920
Previous $169,000 8.88%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023
SELL
$103.32 - $110.34 $16,841 - $17,985
-163 Reduced 9.67%
1,522 $157,000
Q1 2023

May 02, 2023
BUY
$100.82 - $111.44 $169,881 - $187,776
1,685 New
1,685 $177,000

Others Institutions Holding VYM

# of Institutions
1,704
Shares Held
174M
Call Options Held
1.76M
Put Options Held
464K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Venturi Wealth Management, LLC Portfolio

Follow Venturi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email