Wealthspan Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Wealthspan Partners, LLC

$198 Million
Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wealthspan Partners, LLC holds 38,753 shares of VYM stock, worth $4.94 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares

38,753

Previous 37,290 3.92%

Holding current value

$4.94 Million

Previous $4.42 Million 12.35%

% of portfolio

2.51%

Previous 2.48%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$117.9 - $128.2 $172,487 - $187,556	1,463 Added 3.92%	38,753 $4.97 Million
Q2 2024 Jul 19, 2024	BUY	$114.71 - $121.51 $311,896 - $330,385	2,719 Added 7.86%	37,290 $4.42 Million
Q1 2024 Apr 29, 2024	BUY	$109.98 - $120.99 $23,205 - $25,528	211 Added 0.61%	34,571 $4.18 Million
Q4 2023 Jan 29, 2024	SELL	$98.71 - $111.84 $117,958 - $133,648	-1,195 Reduced 3.36%	34,360 $3.84 Million
Q3 2023 Nov 01, 2023	SELL	$103.32 - $110.34 $516 - $551	-5 Reduced 0.01%	35,555 $3.67 Million
Q2 2023 Aug 08, 2023	BUY	$101.36 - $107.68 $32,739 - $34,780	323 Added 0.92%	35,560 $3.77 Million
Q1 2023 Apr 21, 2023	BUY	$100.82 - $111.44 $197,909 - $218,756	1,963 Added 5.9%	35,237 $3.72 Million
Q4 2022 Feb 13, 2023	BUY	$96.14 - $113.15 $931,788 - $1.1 Million	9,692 Added 41.1%	33,274 $3.6 Million
Q3 2022 Nov 14, 2022	BUY	$94.88 - $110.28 $1.04 Million - $1.21 Million	10,941 Added 86.55%	23,582 $2.24 Million
Q2 2022 Aug 11, 2022	BUY	$99.2 - $114.57 $782,291 - $903,499	7,886 Added 165.85%	12,641 $1.29 Million
Q1 2022 May 12, 2022	BUY	$107.24 - $115.01 $14,262 - $15,296	133 Added 2.88%	4,755 $534,000
Q4 2021 Feb 15, 2022	BUY	$104.33 - $112.16 $482,213 - $518,403	4,622 New	4,622 $518,000

Others Institutions Holding VYM

# of Institutions

1,799

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

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 Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Account

Wealthspan Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History