A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 3,710 shares of VYM stock, worth $523,147. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,710
Previous 3,568 3.98%
Holding current value
$523,147
Previous $475,000 9.89%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2025

BUY
$132.9 - $142.03 $18,871 - $20,168
142 Added 3.98%
3,710 $522,000
Q2 2025

Aug 05, 2025

SELL
$114.78 - $133.31 $38,566 - $44,792
-336 Reduced 8.61%
3,568 $475,000
Q1 2025

May 05, 2025

SELL
$126.11 - $135.06 $83,610 - $89,544
-663 Reduced 14.52%
3,904 $503,000
Q4 2024

Feb 03, 2025

BUY
$126.68 - $134.74 $42,311 - $45,003
334 Added 7.89%
4,567 $582,000
Q3 2024

Nov 07, 2024

BUY
$117.9 - $128.2 $129,690 - $141,020
1,100 Added 35.11%
4,233 $542,000
Q1 2024

May 08, 2024

BUY
$109.98 - $120.99 $344,567 - $379,061
3,133 New
3,133 $379,000
Q4 2022

Feb 07, 2023

BUY
$96.14 - $113.15 $318,127 - $374,413
3,309 New
3,309 $0

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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