A detailed history of Appleton Partners Inc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Appleton Partners Inc holds 2,437 shares of VYM stock, worth $314,348. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,437
Previous 2,437 -0.0%
Holding current value
$314,348
Previous $289,000 7.96%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 01, 2024

SELL
$109.98 - $120.99 $14,957 - $16,454
-136 Reduced 5.29%
2,437 $295,000
Q4 2023

Jan 02, 2024

SELL
$98.71 - $111.84 $3,454 - $3,914
-35 Reduced 1.34%
2,573 $287,000
Q3 2023

Oct 03, 2023

SELL
$103.32 - $110.34 $20,147 - $21,516
-195 Reduced 6.96%
2,608 $269,000
Q2 2023

Jul 10, 2023

BUY
$101.36 - $107.68 $6,487 - $6,891
64 Added 2.34%
2,803 $297,000
Q4 2022

Jan 19, 2023

BUY
$96.14 - $113.15 $263,327 - $309,917
2,739 New
2,739 $296,000
Q2 2022

Jul 08, 2022

SELL
$99.2 - $114.57 $4,067 - $4,697
-41 Reduced 0.76%
5,350 $544,000
Q1 2022

Apr 05, 2022

SELL
$107.24 - $115.01 $120,966 - $129,731
-1,128 Reduced 17.3%
5,391 $605,000
Q4 2021

Feb 03, 2022

BUY
$104.33 - $112.16 $107,564 - $115,636
1,031 Added 18.79%
6,519 $731,000
Q4 2020

Jan 19, 2021

SELL
$78.88 - $92.1 $7,888 - $9,210
-100 Reduced 1.79%
5,488 $502,000
Q2 2020

Aug 14, 2020

SELL
$67.79 - $86.78 $1,016 - $1,301
-15 Reduced 0.27%
5,588 $440,000
Q1 2020

May 04, 2020

BUY
$60.97 - $94.78 $8,230 - $12,795
135 Added 2.47%
5,603 $396,000
Q2 2019

Jul 25, 2019

BUY
N/A
5,468 New
5,468 $478,000

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Appleton Partners Inc Portfolio

Follow Appleton Partners Inc 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 Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.