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

Portside Wealth Group, LLC

  • $726 Billion
  • Q3 2025

A detailed history of Portside Wealth Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Portside Wealth Group, LLC holds 2,408 shares of VYM stock, worth $339,552. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,408
Previous 2,432 0.99%
Holding current value
$339,552
Previous $324 Million 4.67%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 05, 2025
SELL
$132.9 - $142.03 $3,189 - $3,408
-24 Reduced 0.99%
2,408 $339 Million
Q2 2025

Aug 11, 2025
SELL
$114.78 - $133.31 $58,078 - $67,454
-506 Reduced 17.22%
2,432 $324 Million
Q1 2025

Apr 14, 2025
SELL
$126.11 - $135.06 $79,701 - $85,357
-632 Reduced 17.7%
2,938 $379 Million
Q1 2025

Apr 10, 2025
BUY
$126.11 - $135.06 $122,831 - $131,548
974 Added 37.52%
3,570 $455 Million
Q3 2024

Oct 31, 2024
BUY
$117.9 - $128.2 $53,762 - $58,459
456 Added 21.31%
2,596 $333 Million
Q2 2024

Jul 18, 2024
SELL
$114.71 - $121.51 $9,062 - $9,599
-79 Reduced 3.56%
2,140 $254 Million
Q1 2024

Apr 17, 2024
SELL
$109.98 - $120.99 $637,774 - $701,621
-5,799 Reduced 72.32%
2,219 $268 Million
Q4 2023

Jan 16, 2024
BUY
$98.71 - $111.84 $791,456 - $896,733
8,018 New
8,018 $895 Million
Q2 2023

Aug 01, 2023
BUY
$101.36 - $107.68 $6.75 Million - $7.18 Million
66,636 New
66,636 $7.07 Million

Others Institutions Holding VYM

# of Institutions
2,099
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
Track This Portfolio

Track Portside Wealth Group, LLC Portfolio

Follow Portside Wealth Group, 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 Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Portside Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email