Bordeaux Wealth Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History

Bordeaux Wealth Advisors LLC

$619 Million
Q4 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 103,578 shares of VYM stock, worth $13.7 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares

103,578

Previous 98,614 5.03%

Holding current value

$13.7 Million

Previous $12.6 Million 5.03%

% of portfolio

2.13%

Previous 2.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$126.68 - $134.74 $628,839 - $668,849	4,964 Added 5.03%	103,578 $13.2 Million
Q3 2024 Nov 04, 2024	BUY	$117.9 - $128.2 $25,348 - $27,562	215 Added 0.22%	98,614 $12.6 Million
Q2 2024 Aug 02, 2024	BUY	$114.71 - $121.51 $11.3 Million - $12 Million	98,399 New	98,399 $11.7 Million
Q1 2023 May 04, 2023	BUY	$100.82 - $111.44 $193,977 - $214,410	1,924 New	1,924 $202,000
Q1 2022 May 03, 2022	SELL	$107.24 - $115.01 $1.68 Million - $1.81 Million	-15,703 Closed	0 $0
Q4 2021 Jan 27, 2022	BUY	$104.33 - $112.16 $1.64 Million - $1.76 Million	15,703 New	15,703 $1.76 Million

Others Institutions Holding VYM

# of Institutions

1,845

Shares Held

181M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

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Bordeaux Wealth Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History