A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 137,110 shares of VYM stock, worth $17.9 Million. This represents 4.46% of its overall portfolio holdings.

Number of Shares
137,110
Previous 131,562 4.22%
Holding current value
$17.9 Million
Previous $15.6 Million 12.65%
% of portfolio
4.46%
Previous 4.45%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$117.9 - $128.2 $654,109 - $711,253
5,548 Added 4.22%
137,110 $17.6 Million
Q2 2024

Aug 09, 2024

BUY
$114.71 - $121.51 $251,673 - $266,592
2,194 Added 1.7%
131,562 $15.6 Million
Q1 2024

May 09, 2024

BUY
$109.98 - $120.99 $50,810 - $55,897
462 Added 0.36%
129,368 $15.7 Million
Q4 2023

Feb 09, 2024

BUY
$98.71 - $111.84 $2.51 Million - $2.84 Million
25,385 Added 24.52%
128,906 $14.4 Million
Q3 2023

Nov 14, 2023

BUY
$103.32 - $110.34 $771,697 - $824,129
7,469 Added 7.78%
103,521 $10.7 Million
Q2 2023

Aug 14, 2023

BUY
$101.36 - $107.68 $1.05 Million - $1.12 Million
10,394 Added 12.13%
96,052 $10.2 Million
Q1 2023

May 09, 2023

BUY
$100.82 - $111.44 $608,247 - $672,317
6,033 Added 7.58%
85,658 $9.04 Million
Q4 2022

Feb 10, 2023

BUY
$96.14 - $113.15 $569,917 - $670,753
5,928 Added 8.04%
79,625 $8.62 Million
Q3 2022

Nov 10, 2022

BUY
$94.88 - $110.28 $1.11 Million - $1.29 Million
11,713 Added 18.9%
73,697 $6.99 Million
Q2 2022

Aug 05, 2022

BUY
$99.2 - $114.57 $4.48 Million - $5.18 Million
45,209 Added 269.5%
61,984 $6.3 Million
Q1 2022

May 04, 2022

BUY
$107.24 - $115.01 $34,102 - $36,573
318 Added 1.93%
16,775 $1.88 Million
Q4 2021

Feb 04, 2022

SELL
$104.33 - $112.16 $1,251 - $1,345
-12 Reduced 0.07%
16,457 $1.85 Million
Q3 2021

Nov 03, 2021

BUY
$102.3 - $108.36 $166,851 - $176,735
1,631 Added 10.99%
16,469 $1.7 Million
Q2 2021

Aug 12, 2021

BUY
$101.6 - $107.95 $1,828 - $1,943
18 Added 0.12%
14,838 $1.56 Million
Q1 2021

May 13, 2021

SELL
$90.4 - $101.83 $19,797 - $22,300
-219 Reduced 1.46%
14,820 $1.5 Million
Q4 2020

Feb 17, 2021

BUY
$78.88 - $92.1 $1.19 Million - $1.39 Million
15,039 New
15,039 $1.38 Million

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Wealth Dimensions Group, Ltd. Portfolio

Follow Wealth Dimensions Group, Ltd. 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 Wealth Dimensions Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Dimensions Group, Ltd. with notifications on news.