Uptown Financial Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History

Uptown Financial Advisors LLC

  • $140 Billion
  • Q4 2025

A detailed history of Uptown Financial Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 7,079 shares of VYM stock, worth $998,209. This represents 0.73% of its overall portfolio holdings.

Number of Shares
7,079
Previous 7,049 0.43%
Holding current value
$998,209
Previous $994 Million 2.26%
% of portfolio
0.73%
Previous 0.82%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$137.47 - $143.13 $4,124 - $4,293
30 Added 0.43%
7,079 $1.02 Billion
Q4 2024

Apr 29, 2025
BUY
$126.68 - $134.74 $892,967 - $949,782
7,049 New
7,049 $899 Million

Others Institutions Holding VYM

# of Institutions
2,119
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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