Wealthsource Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wealthsource Partners, LLC holds 5,996 shares of VYM stock, worth $806,222. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,996
Previous 7,159 16.25%
Holding current value
$806,222
Previous $739,000 9.47%
% of portfolio
0.04%
Previous 0.05%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$98.71 - $111.84 $114,799 - $130,069
-1,163 Reduced 16.25%
5,996 $669,000
Q3 2023

Nov 09, 2023
BUY
$103.32 - $110.34 $5,579 - $5,958
54 Added 0.76%
7,159 $739,000
Q2 2023

Aug 14, 2023
BUY
$101.36 - $107.68 $38,618 - $41,026
381 Added 5.67%
7,105 $753,000
Q1 2023

May 15, 2023
SELL
$100.82 - $111.44 $32,867 - $36,329
-326 Reduced 4.62%
6,724 $709,000
Q4 2022

Feb 09, 2023
SELL
$96.14 - $113.15 $163,149 - $192,015
-1,697 Reduced 19.4%
7,050 $762,000
Q3 2022

Nov 14, 2022
SELL
$94.88 - $110.28 $153,041 - $177,881
-1,613 Reduced 15.57%
8,747 $830,000
Q2 2022

Aug 10, 2022
BUY
$99.2 - $114.57 $73,507 - $84,896
741 Added 7.7%
10,360 $1.05 Million
Q1 2022

May 09, 2022
BUY
$107.24 - $115.01 $198,286 - $212,653
1,849 Added 23.8%
9,619 $1.08 Million
Q4 2021

Feb 14, 2022
SELL
$104.33 - $112.16 $23,265 - $25,011
-223 Reduced 2.79%
7,770 $871,000
Q3 2021

Nov 18, 2021
SELL
$102.3 - $108.36 $111,302 - $117,895
-1,088 Reduced 11.98%
7,993 $826,000
Q2 2021

Nov 18, 2021
BUY
$101.6 - $107.95 $61,061 - $64,877
601 Added 7.09%
9,081 $951,000
Q1 2021

Jun 21, 2021
BUY
$90.4 - $101.83 $545,202 - $614,136
6,031 Added 246.26%
8,480 $857,000
Q4 2020

Feb 12, 2021
BUY
$78.88 - $92.1 $193,177 - $225,552
2,449 New
2,449 $224,000
Q1 2020

May 12, 2020
SELL
$60.97 - $94.78 $246,806 - $383,669
-4,048 Closed
0 $0
Q4 2019

Feb 12, 2020
SELL
$85.84 - $94.47 $50,988 - $56,115
-594 Reduced 12.8%
4,048 $379,000
Q3 2019

Nov 15, 2019
BUY
$88.2 - $89.75 $26,195 - $26,655
297 Added 6.84%
4,642 $412,000
Q2 2019

Aug 09, 2019
BUY
N/A
1,298 Added 42.6%
4,345 $380,000
Q3 2018

Nov 13, 2018
BUY
N/A
3,047 New
3,047 $265,000

Others Institutions Holding VYM

# of Institutions
1,798
Shares Held
179M
Call Options Held
1.89M
Put Options Held
525K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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