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

Wealth Dimensions Group, Ltd.

$408 Million
Q4 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 140,216 shares of VYM stock, worth $18.7 Million. This represents 4.39% of its overall portfolio holdings.

Number of Shares

140,216

Previous 137,110 2.27%

Holding current value

$18.7 Million

Previous $17.6 Million 1.78%

% of portfolio

4.39%

Previous 4.46%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$126.68 - $134.74 $393,468 - $418,502	3,106 Added 2.27%	140,216 $17.9 Million
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

# of Institutions

1,938

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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