Willner & Heller, LLC Vanguard Whitehall Fds (Vangua Transaction History

Willner & Heller, LLC

  • $110 Million
  • Q4 2024

A detailed history of Willner & Heller, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Willner & Heller, LLC holds 3,648 shares of VYM stock, worth $485,184. This represents 0.42% of its overall portfolio holdings.

Number of Shares
3,648
Previous 3,677 0.79%
Holding current value
$485,184
Previous $471,000 1.27%
% of portfolio
0.42%
Previous 0.43%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$126.68 - $134.74 $3,673 - $3,907
-29 Reduced 0.79%
3,648 $465,000
Q3 2024

Oct 10, 2024
BUY
$117.9 - $128.2 $2,829 - $3,076
24 Added 0.66%
3,677 $471,000
Q2 2024

Jul 19, 2024
BUY
$114.71 - $121.51 $6,423 - $6,804
56 Added 1.56%
3,653 $433,000
Q1 2024

Jul 19, 2024
SELL
$109.98 - $120.99 $32,114 - $35,329
-292 Reduced 7.51%
3,597 $435,000
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
$96.14 - $113.15 $25,765 - $30,324
268 Added 7.33%
3,922 $424,000
Q3 2022

Oct 24, 2022
BUY
$94.88 - $110.28 $25,807 - $29,996
272 Added 8.04%
3,654 $347,000
Q2 2022

Jul 22, 2022
SELL
$99.2 - $114.57 $24,800 - $28,642
-250 Reduced 6.88%
3,382 $344,000
Q1 2022

Jul 05, 2022
SELL
$107.24 - $115.01 $12,761 - $13,686
-119 Reduced 3.17%
3,632 $407,000
Q4 2021

Jun 06, 2022
BUY
$104.33 - $112.16 $391,341 - $420,712
3,751 New
3,751 $388,000

Others Institutions Holding VYM

# of Institutions
1,814
Shares Held
180M
Call Options Held
1.89M
Put Options Held
525K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email