Westside Investment Management, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Westside Investment Management, Inc.

$475 Billion
Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Westside Investment Management, Inc. holds 138,149 shares of VYM stock, worth $18.4 Million. This represents 3.71% of its overall portfolio holdings.

Number of Shares

138,149

Previous 137,257 0.65%

Holding current value

$18.4 Million

Previous $17.5 Billion 0.52%

% of portfolio

3.71%

Previous 3.73%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$126.68 - $134.74 $112,998 - $120,188	892 Added 0.65%	138,149 $17.6 Billion
Q3 2024 Nov 20, 2024	BUY	$117.9 - $128.2 $942,964 - $1.03 Million	7,998 Added 6.19%	137,257 $17.5 Billion
Q2 2024 Jul 17, 2024	BUY	$114.71 - $121.51 $260,850 - $276,313	2,274 Added 1.79%	129,259 $15.3 Billion
Q1 2024 Apr 19, 2024	BUY	$109.98 - $120.99 $932,630 - $1.03 Million	8,480 Added 7.16%	126,985 $15.4 Billion
Q4 2023 Jan 12, 2024	BUY	$98.71 - $111.84 $1.7 Million - $1.92 Million	17,176 Added 16.95%	118,505 $13.2 Billion
Q3 2023 Nov 15, 2023	BUY	$103.32 - $110.34 $542,739 - $579,616	5,253 Added 5.47%	101,329 $10.5 Billion
Q2 2023 Jul 14, 2023	BUY	$101.36 - $107.68 $139,370 - $148,060	1,375 Added 1.45%	96,076 $10.2 Billion
Q1 2023 May 17, 2023	BUY	$100.82 - $111.44 $680,030 - $751,662	6,745 Added 7.67%	94,701 $10 Billion
Q4 2022 Jan 31, 2023	BUY	$96.14 - $113.15 $843,916 - $993,230	8,778 Added 11.09%	87,956 $350 Million
Q3 2022 Nov 09, 2022	BUY	$94.88 - $110.28 $848,606 - $986,344	8,944 Added 12.73%	79,178 $404 Million
Q2 2022 Jul 15, 2022	BUY	$99.2 - $114.57 $1.02 Million - $1.18 Million	10,303 Added 17.19%	70,234 $0
Q1 2022 Apr 25, 2022	BUY	$107.24 - $115.01 $497,593 - $533,646	4,640 Added 8.39%	59,931 $0
Q4 2021 Feb 15, 2022	BUY	$104.33 - $112.16 $1,982 - $2,131	19 Added 0.03%	55,291 $0
Q3 2021 Oct 27, 2021	BUY	$102.3 - $108.36 $16,572 - $17,554	162 Added 0.29%	55,272 $0
Q2 2021 Jul 28, 2021	BUY	$101.6 - $107.95 $219,456 - $233,172	2,160 Added 4.08%	55,110 $0
Q1 2021 Apr 14, 2021	BUY	$90.4 - $101.83 $823,544 - $927,671	9,110 Added 20.78%	52,950 $0
Q4 2020 Jan 15, 2021	BUY	$78.88 - $92.1 $705,187 - $823,374	8,940 Added 25.62%	43,840 $0
Q3 2020 Oct 14, 2020	BUY	$77.57 - $85.18 $444,476 - $488,081	5,730 Added 19.64%	34,900 $0
Q2 2020 Jul 21, 2020	SELL	$67.79 - $86.78 $240,654 - $308,069	-3,550 Reduced 10.85%	29,170 $0
Q1 2020 Apr 16, 2020	BUY	$60.97 - $94.78 $279,852 - $435,040	4,590 Added 16.32%	32,720 $0
Q2 2019 Jul 24, 2019	BUY	N/A	1,910 Added 7.28%	28,130 $46.1 Million
Q4 2018 Feb 05, 2019	BUY	N/A	8,280 Added 46.15%	26,220 $0
Q3 2018 Nov 08, 2018	BUY	N/A	2,750 Added 18.1%	17,940 $1.57 Billion
Q2 2018 Aug 13, 2018	BUY	N/A	600 Added 4.11%	15,190 $0
Q1 2018 Apr 16, 2018	BUY	N/A	570 Added 4.07%	14,590 $0
Q4 2017 Feb 15, 2018	BUY	N/A	850 Added 6.45%	14,020 $0
Q3 2017 Nov 13, 2017	SELL	N/A	-950 Reduced 6.73%	13,170 $0
Q2 2017 Sep 14, 2017	BUY	N/A	563 Added 4.15%	14,120 $0
Q2 2017 Aug 15, 2017	BUY	N/A	13,557	13,557 $0

Others Institutions Holding VYM

# of Institutions

1,941

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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Westside Investment Management, Inc. Vanguard Whitehall Fds (Vangua Transaction History