Family Wealth Group, LLC Vanguard Whitehall Fds (Vangua Transaction History

Family Wealth Group, LLC

  • $105 Million
  • Q3 2025

A detailed history of Family Wealth Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Family Wealth Group, LLC holds 2,681 shares of VYM stock, worth $378,047. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,681
Previous 5,594 52.07%
Holding current value
$378,047
Previous $745,000 49.4%
% of portfolio
0.36%
Previous 0.77%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$132.9 - $142.03 $387,137 - $413,733
-2,913 Reduced 52.07%
2,681 $377,000
Q2 2025

Aug 04, 2025
BUY
$114.78 - $133.31 $642,079 - $745,736
5,594 New
5,594 $745,000
Q1 2025

May 14, 2025
SELL
$126.11 - $135.06 $761,326 - $815,357
-6,037 Closed
0 $0
Q4 2024

May 14, 2025
BUY
$126.68 - $134.74 $190,906 - $203,053
1,507 Added 33.27%
6,037 $770,000
Q3 2024

Apr 01, 2025
BUY
$117.9 - $128.2 $8,370 - $9,102
71 Added 1.59%
4,530 $580,000
Q3 2024

Nov 14, 2024
BUY
$117.9 - $128.2 $4,951 - $5,384
42 Added 0.94%
4,502 $577,000
Q2 2024

Apr 01, 2025
BUY
$114.71 - $121.51 $53,340 - $56,502
465 Added 11.64%
4,459 $528,000
Q2 2024

Aug 14, 2024
BUY
$114.71 - $121.51 $53,454 - $56,623
466 Added 11.67%
4,460 $528,000
Q1 2024

Apr 01, 2025
SELL
$109.98 - $120.99 $33,103 - $36,417
-301 Reduced 7.01%
3,994 $483 Million
Q1 2024

Aug 14, 2024
SELL
$109.98 - $120.99 $33,103 - $36,417
-301 Reduced 7.01%
3,994 $483,000
Q4 2023

Apr 01, 2025
SELL
$98.71 - $111.84 $20,432 - $23,150
-207 Reduced 4.6%
4,295 $479 Million
Q4 2023

Feb 14, 2024
BUY
$98.71 - $111.84 $423,959 - $480,352
4,295 New
4,295 $479,000

Others Institutions Holding VYM

# of Institutions
2,104
Shares Held
190M
Call Options Held
2.01M
Put Options Held
167K
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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