Wealth Dimensions Group, Ltd. Vanguard Whitehall Fds (Vangua Transaction History

Wealth Dimensions Group, Ltd.

$339 Million
Q1 2024

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 129,368 shares of VYM stock, worth $15.4 Million. This represents 4.62% of its overall portfolio holdings.

Number of Shares

129,368

Previous 128,906 0.36%

Holding current value

$15.4 Million

Previous $14.4 Million 8.78%

% of portfolio

4.62%

Previous 4.56%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$106.0 - $113.15 $628,368 - $670,753	5,928 Added 8.04%	79,625 $8.62 Million
Q3 2022 Nov 10, 2022	BUY	N/A	11,713 Added 18.9%	73,697 $6.99 Million
Q2 2022 Aug 05, 2022	BUY	N/A	45,209 Added 269.5%	61,984 $6.3 Million
Q1 2022 May 04, 2022	BUY	N/A	318 Added 1.93%	16,775 $1.88 Million
Q4 2021 Feb 04, 2022	SELL	N/A	-12 Reduced 0.07%	16,457 $1.85 Million
Q3 2021 Nov 03, 2021	BUY	N/A	1,631 Added 10.99%	16,469 $1.7 Million
Q2 2021 Aug 12, 2021	BUY	N/A	18 Added 0.12%	14,838 $1.56 Million
Q1 2021 May 13, 2021	SELL	N/A	-219 Reduced 1.46%	14,820 $1.5 Million
Q4 2020 Feb 17, 2021	BUY	N/A	15,039 New	15,039 $1.38 Million

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

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

News

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

Account

Wealth Dimensions Group, Ltd. Vanguard Whitehall Fds (Vangua Transaction History