Wells Financial Advisors Inc Vanguard Whitehall Fds (Vangua Transaction History

Wells Financial Advisors Inc

  • $143 Million
  • Q1 2024

A detailed history of Wells Financial Advisors Inc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wells Financial Advisors Inc holds 49,337 shares of VYM stock, worth $5.86 Million. This represents 4.18% of its overall portfolio holdings.

Number of Shares
49,337
Previous 49,803 0.94%
Holding current value
$5.86 Million
Previous $5.56 Million 7.38%
% of portfolio
4.18%
Previous 4.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$109.98 - $120.99 $51,250 - $56,381
-466 Reduced 0.94%
49,337 $5.97 Million
Q4 2023

Feb 12, 2024
SELL
$98.71 - $111.84 $86,963 - $98,531
-881 Reduced 1.74%
49,803 $5.56 Million
Q3 2023

Oct 10, 2023
BUY
$103.32 - $110.34 $11,468 - $12,247
111 Added 0.22%
50,684 $5.24 Million
Q2 2023

Aug 07, 2023
SELL
$101.36 - $107.68 $721,987 - $767,004
-7,123 Reduced 12.35%
50,573 $5.36 Million
Q1 2023

May 03, 2023
BUY
$100.82 - $111.44 $34,984 - $38,669
347 Added 0.61%
57,696 $6.09 Million
Q4 2022

Feb 03, 2023
BUY
$106.0 - $113.15 $3.1 Million - $3.31 Million
29,272 Added 104.26%
57,349 $6.21 Million
Q3 2022

Nov 09, 2022
SELL
N/A
-1,505 Reduced 5.09%
28,077 $2.66 Million
Q2 2022

Aug 10, 2022
BUY
N/A
1,040 Added 3.64%
29,582 $3.01 Million
Q1 2022

Apr 25, 2022
BUY
N/A
1,140 Added 4.16%
28,542 $3.2 Million
Q4 2021

Feb 11, 2022
BUY
N/A
610 Added 2.28%
27,402 $3.07 Million
Q3 2021

Nov 10, 2021
BUY
N/A
580 Added 2.21%
26,792 $2.77 Million
Q1 2021

May 12, 2021
SELL
N/A
-70 Reduced 0.27%
26,212 $2.65 Million
Q4 2020

Feb 11, 2021
BUY
N/A
26,282 New
26,282 $2.41 Million

Others Institutions Holding VYM

# of Institutions
1,703
Shares Held
174M
Call Options Held
1.76M
Put Options Held
464K
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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