A detailed history of Willner & Heller, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Willner & Heller, LLC holds 3,889 shares of VYM stock, worth $466,446. This represents 0.49% of its overall portfolio holdings.

Number of Shares
3,889
Previous 3,922 0.84%
Holding current value
$466,446
Previous $424,000 2.36%
% of portfolio
0.49%
Previous 0.61%

Shares

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

Mar 06, 2024

SELL
$98.71 - $111.84 $3,257 - $3,690
-33 Reduced 0.84%
3,889 $434,000
Q4 2022

Feb 14, 2023

BUY
$106.0 - $113.15 $28,408 - $30,324
268 Added 7.33%
3,922 $424,000
Q3 2022

Oct 24, 2022

BUY
N/A
272 Added 8.04%
3,654 $347,000
Q2 2022

Jul 22, 2022

SELL
N/A
-250 Reduced 6.88%
3,382 $344,000
Q1 2022

Jul 05, 2022

SELL
N/A
-119 Reduced 3.17%
3,632 $407,000
Q4 2021

Jun 06, 2022

BUY
N/A
3,751 New
3,751 $388,000

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Willner & Heller, LLC Portfolio

Follow Willner & Heller, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Willner & Heller, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Willner & Heller, LLC with notifications on news.