Winthrop Advisory Group LLC Vanguard Whitehall Fds (Vangua Transaction History

Winthrop Advisory Group LLC

$912 Million
Q4 2024

A detailed history of Winthrop Advisory Group LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 7,776 shares of VYM stock, worth $1.03 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,776

Previous 6,903 12.65%

Holding current value

$1.03 Million

Previous $884,000 12.22%

% of portfolio

0.11%

Previous 0.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$126.68 - $134.74 $110,591 - $117,628	873 Added 12.65%	7,776 $992,000
Q3 2024 Oct 31, 2024	BUY	$117.9 - $128.2 $943 - $1,025	8 Added 0.12%	6,903 $884,000
Q2 2024 Jul 18, 2024	BUY	$114.71 - $121.51 $1,032 - $1,093	9 Added 0.13%	6,895 $817,000
Q1 2024 Apr 17, 2024	BUY	$109.98 - $120.99 $659 - $725	6 Added 0.09%	6,886 $833,000
Q4 2023 Jan 10, 2024	BUY	$98.71 - $111.84 $3,356 - $3,802	34 Added 0.5%	6,880 $768,000
Q3 2023 Nov 03, 2023	BUY	$103.32 - $110.34 $9,195 - $9,820	89 Added 1.32%	6,846 $707,000
Q2 2023 Aug 02, 2023	BUY	$101.36 - $107.68 $50,578 - $53,732	499 Added 7.97%	6,757 $716,000
Q1 2023 Apr 17, 2023	BUY	$100.82 - $111.44 $65,633 - $72,547	651 Added 11.61%	6,258 $660,000
Q4 2022 Aug 03, 2023	SELL	$96.14 - $113.15 $110,561 - $130,122	-1,150 Reduced 17.02%	5,607 $606,000
Q4 2022 Jan 18, 2023	BUY	$96.14 - $113.15 $116,137 - $136,685	1,208 Added 27.46%	5,607 $607,000
Q3 2022 Nov 04, 2022	BUY	$94.88 - $110.28 $417,377 - $485,121	4,399 New	4,399 $417,000
Q1 2020 Apr 17, 2020	SELL	$60.97 - $94.78 $360,881 - $561,002	-5,919 Closed	0 $0
Q4 2019 Jan 06, 2020	BUY	$85.84 - $94.47 $61,032 - $67,168	711 Added 13.65%	5,919 $555,000
Q3 2019 Oct 10, 2019	BUY	$88.2 - $89.75 $459,345 - $467,418	5,208 New	5,208 $462,000

Others Institutions Holding VYM

# of Institutions

1,817

Shares Held

180M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Winthrop Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winthrop Advisory Group LLC with notifications on news.

Account

Winthrop Advisory Group LLC Vanguard Whitehall Fds (Vangua Transaction History