Aevitas Wealth Management, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Aevitas Wealth Management, Inc.

$169 Million
Q4 2022

A detailed history of Aevitas Wealth Management, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 13,516 shares of VYM stock, worth $1.8 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

13,516

Previous 12,479 8.31%

Holding current value

$1.8 Million

Previous $1.18 Million 23.48%

% of portfolio

0.87%

Previous 0.89%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 24, 2023	BUY	$96.14 - $113.15 $99,697 - $117,336	1,037 Added 8.31%	13,516 $0
Q3 2022 Oct 24, 2022	BUY	$94.88 - $110.28 $16,888 - $19,629	178 Added 1.45%	12,479 $1.18 Million
Q2 2022 Jul 22, 2022	BUY	$99.2 - $114.57 $89,974 - $103,914	907 Added 7.96%	12,301 $1.25 Million
Q1 2022 Apr 25, 2022	BUY	$107.24 - $115.01 $249,654 - $267,743	2,328 Added 25.68%	11,394 $1.28 Million
Q4 2021 Jan 19, 2022	BUY	$104.33 - $112.16 $164,945 - $177,324	1,581 Added 21.12%	9,066 $1.04 Million
Q3 2021 Nov 01, 2021	BUY	$102.3 - $108.36 $121,839 - $129,056	1,191 Added 18.92%	7,485 $774,000
Q2 2021 Jul 22, 2021	BUY	$101.6 - $107.95 $52,628 - $55,918	518 Added 8.97%	6,294 $659,000
Q1 2021 Apr 29, 2021	BUY	$90.4 - $101.83 $97,089 - $109,365	1,074 Added 22.84%	5,776 $584,000
Q4 2020 Jan 19, 2021	SELL	$78.88 - $92.1 $18,773 - $21,919	-238 Reduced 4.82%	4,702 $430,000
Q3 2020 Oct 22, 2020	BUY	$77.57 - $85.18 $1,784 - $1,959	23 Added 0.47%	4,940 $400,000
Q2 2020 Jul 29, 2020	BUY	$67.79 - $86.78 $1,965 - $2,516	29 Added 0.59%	4,917 $387,000
Q1 2020 Apr 16, 2020	BUY	$60.97 - $94.78 $7,377 - $11,468	121 Added 2.54%	4,888 $346,000
Q4 2019 Jan 31, 2020	BUY	$85.84 - $94.47 $1,802 - $1,983	21 Added 0.44%	4,767 $447,000
Q3 2019 Oct 21, 2019	BUY	$88.2 - $89.75 $2,028 - $2,064	23 Added 0.49%	4,746 $421,000
Q2 2019 Jul 26, 2019	BUY	N/A	494 Added 11.68%	4,723 $413,000
Q1 2019 May 09, 2019	BUY	N/A	17 Added 0.4%	4,229 $362,000
Q4 2018 Feb 14, 2019	SELL	N/A	-179 Reduced 4.08%	4,212 $329,000
Q2 2018 Aug 10, 2018	BUY	N/A	18 Added 0.41%	4,391 $365,000
Q1 2018 May 15, 2018	BUY	N/A	222 Added 5.35%	4,373 $361,000
Q4 2017 Feb 13, 2018	BUY	N/A	4,151	4,151 $355,000

Others Institutions Holding VYM

# of Institutions

1,941

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Aevitas Wealth Management, Inc. Vanguard Whitehall Fds (Vangua Transaction History