A detailed history of Commonwealth Retirement Investments LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Commonwealth Retirement Investments LLC holds 5,058 shares of VYM stock, worth $650,661. This represents 0.27% of its overall portfolio holdings.

Number of Shares
5,058
Previous 5,588 9.48%
Holding current value
$650,661
Previous $663 Million 2.16%
% of portfolio
0.27%
Previous 0.3%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$117.9 - $128.2 $62,487 - $67,946
-530 Reduced 9.48%
5,058 $648 Million
Q2 2024

Aug 05, 2024

SELL
$114.71 - $121.51 $71,464 - $75,700
-623 Reduced 10.03%
5,588 $663 Million
Q1 2024

May 03, 2024

BUY
$109.98 - $120.99 $28,924 - $31,820
263 Added 4.42%
6,211 $751 Million
Q4 2023

Jan 24, 2024

SELL
$98.71 - $111.84 $5,725 - $6,486
-58 Reduced 0.97%
5,948 $664 Million
Q3 2023

Nov 06, 2023

SELL
$103.32 - $110.34 $168,308 - $179,743
-1,629 Reduced 21.34%
6,006 $621 Million
Q2 2023

Jul 21, 2023

BUY
$101.36 - $107.68 $100,954 - $107,249
996 Added 15.0%
7,635 $810 Million
Q1 2023

May 03, 2023

BUY
$100.82 - $111.44 $111,809 - $123,586
1,109 Added 20.05%
6,639 $700 Million
Q4 2022

Feb 07, 2023

BUY
$96.14 - $113.15 $531,654 - $625,719
5,530 New
5,530 $598 Million

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


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

Track Commonwealth Retirement Investments LLC Portfolio

Follow Commonwealth Retirement Investments LLC 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 Commonwealth Retirement Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Retirement Investments LLC with notifications on news.