Wealthspire Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 143,539 shares of VYM stock, worth $18.5 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

143,539

Previous 142,468 0.75%

Holding current value

$18.5 Million

Previous $16.9 Million 8.91%

% of portfolio

0.19%

Previous 0.22%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$117.9 - $128.2 $126,270 - $137,302	1,071 Added 0.75%	143,539 $18.4 Million
Q2 2024 Aug 08, 2024	SELL	$114.71 - $121.51 $988,570 - $1.05 Million	-8,618 Reduced 5.7%	142,468 $16.9 Million
Q1 2024 May 06, 2024	BUY	$109.98 - $120.99 $629,195 - $692,183	5,721 Added 3.94%	151,086 $18.3 Million
Q4 2023 Feb 06, 2024	SELL	$98.71 - $111.84 $183,600 - $208,022	-1,860 Reduced 1.26%	145,365 $16.2 Million
Q3 2023 Nov 06, 2023	BUY	$103.32 - $110.34 $6.51 Million - $6.95 Million	62,996 Added 74.79%	147,225 $15.2 Million
Q2 2023 Jul 31, 2023	BUY	$101.36 - $107.68 $247,115 - $262,523	2,438 Added 2.98%	84,229 $8.93 Million
Q1 2023 May 09, 2023	BUY	$100.82 - $111.44 $1.28 Million - $1.41 Million	12,648 Added 18.29%	81,791 $8.63 Million
Q4 2022 Feb 13, 2023	SELL	$96.14 - $113.15 $1.16 Million - $1.36 Million	-12,052 Reduced 14.84%	69,143 $7.48 Million
Q3 2022 Nov 14, 2022	BUY	$94.88 - $110.28 $256,555 - $298,197	2,704 Added 3.44%	81,195 $7.7 Million
Q2 2022 Aug 09, 2022	BUY	$99.2 - $114.57 $6.7 Million - $7.73 Million	67,511 Added 614.85%	78,491 $7.98 Million
Q1 2022 May 09, 2022	SELL	$107.24 - $115.01 $1.18 Million - $1.27 Million	-11,008 Reduced 50.06%	10,980 $1.23 Million
Q4 2021 Feb 14, 2022	SELL	$104.33 - $112.16 $3.73 Million - $4.01 Million	-35,740 Reduced 61.91%	21,988 $2.47 Million
Q3 2021 Nov 15, 2021	BUY	$102.3 - $108.36 $3.76 Million - $3.98 Million	36,754 Added 175.24%	57,728 $5.97 Million
Q2 2021 Aug 13, 2021	BUY	$101.6 - $107.95 $1.21 Million - $1.29 Million	11,914 Added 131.5%	20,974 $2.2 Million
Q1 2021 May 17, 2021	BUY	$90.4 - $101.83 $85,789 - $96,636	949 Added 11.7%	9,060 $916,000
Q4 2020 Feb 16, 2021	BUY	$78.88 - $92.1 $639,795 - $747,023	8,111 New	8,111 $742,000
Q2 2020 Aug 14, 2020	SELL	$67.79 - $86.78 $1.82 Million - $2.34 Million	-26,916 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$60.97 - $94.78 $1.64 Million - $2.55 Million	26,916 New	26,916 $1.9 Million

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

Ticker VYM
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Wealthspire Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History